A successful retirement plan is compliant, cost-effective and will reinforce your commitment to your employees. At RPA, we support this mission by:
- Conducting quarterly fiduciary reviews, to include Investment Policy Statement reviews, and minute the meeting to ensure prompt and effective follow-through.
- Monitoring provider/program enhancements and communicating them
- Monitoring and communicating industry trends
- Providing Plan Sponsor service support/problem resolution
Retirement Plan Advisors will:
- Provide comprehensive, on-site enrollment and individual counselling services to your plan's participants.
- Deliver semi-annual, age-appropriate education programs designed around your company's demographics.
- Provide annual education reports.
- Deliver individual, gap-analysisreports to all employees.
We also offer:
On-Site investment seminars and one-on-one financial planning covering:
- Personal Investing
- Rollover and distribution options
- Estate planning
- Life stage planning