About Us

Welcome to Retirement Plan Analytics

Retirement Plan Analytics (RPA) is one of the retirement industry’s most experienced service providers assisting retirement plan sponsors and plan advisors in evaluating and managing competitive and comprehensive retirement plans.

Retirement Plan Analytics Diagnostics System™ for ERISA Plans

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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. Retirement Plan Analytics consults with and serves for-profit and not-for-profit companies of all sizes and we believe there are 5 key areas to optimize on a retirement plan.  We focus on these areas both initially and ongoing. 

Our proprietary

The Diagnostic Profile and Benchmark provides a substantive and procedurally prudent process to assess your plan in five key areas focusing on the overall integration with your corporate and plan objectives.  The process will help you gain knowledge on your strengths, opportunities, and obstacles as you pursue your goals for the retirement plan.

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
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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.