Retirement Plan Consulting Services

Consulting

Retirement Plan Analytics is committed to providing you and your plan participants with personalized, results-oriented guidance across the full range of your retirement plan needs. Retirement Plan Analytics helps plan sponsors put the tools, processes, and organizational structures in place that lead to well-informed decisions that help drive desired results for the plan and its participants.

Retirement Plan Analytics is adept in all aspects of operational and administrative guidance, working closely with the plan’s record keeper to maintain quality standards and help safeguard plan integrity. Retirement Plan Analytics seeks to ensure that appropriate checks and balances are in place, but that every aspect of the plan receives the adequate attention it requires.

Retirement Plan Analytics Consulting Services include:

RFP/provider search and analysis coordination
Contract review and negotiation assistance
Retirement plan health check - plan metric comparison tool
Industry benchmarking on plan metrics
Cost analysis and fee benchmarking (fund line-up comparison; fee comparison; expense analytics)
Participant behavioral analysis
Expense collection consulting
Investment fiduciary guidance
Plan governance education
Compliance review
Fiduciary vault to support storage of vital documentation
DB plan management
DC plan redesign assistance
Impact of legislative changes
Deferred compensation
Service provider reviews
Liaison with service providers
Operational guidance
Data management
Quality standards
Outsourcing programs

Our Services

RPA Helps You Operate from a Position of Strength

Our proprietary Retirement Plan Analytics Diagnostics System™ is an end-to-end process, providing confidence and comfort that an employer’s plan is serving the needs of employees and the company.

Consulting

RPA puts the tools, processes, and organizational structures in place that lead to well-informed decisions that help drive desired results .

Investments

Obtain the fiduciary guidance you seek in establishing an investment strategy to address the unique needs of your organization

Communication

Customized education and communication strategies integrate behavioral science and industry best practices cultivated over nearly three decades

Financial Wellness

At RPA we have seen firsthand the life change that can be achieved through a successful financial wellness program.

Financial Planning

Comprehensive financial planning is a service that we offer for individuals who have questions about their finances and need some guidance to understand the steps that are needed to meet their goals.

Consulting