Our Approach & Process for Corporate Clients

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

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