Retirement Plan Investment Services

Retirement Plan Analytics provides consulting and fiduciary services aligned with desired plan and participant outcomes. We not only help you establish an investment strategy to address the unique needs of your organization and plan participants, but can serve as ERISA 3(21) and 3(38) co-fiduciary advisors for the plan.

Retirement Plan Analytics Investment Services include:

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.
RPA puts the tools, processes, and organizational structures in place that lead to well-informed decisions that help drive desired results .
Obtain the fiduciary guidance you seek in establishing an investment strategy to address the unique needs of your organization
Customized education and communication strategies integrate behavioral science and industry best practices cultivated over nearly three decades
Discussing finances
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.