Retirement Plan Advisory Specialists
Welcome to Retirement Plan Advisory Specialists
At Retirement Plan Advisory Specialists, our goal is simple; provide the best, most cost effective retirement plan solution for our clients. We strive to build solid relationships with employers and their employees to deliver unbiased, innovative retirement platforms with excellent service and advanced technology.
As your Retirement Plan Partner, we help you:
- Select and track investments
- Ensure competitive fees and services
- Promote positive participant outcomes
- Streamline process and improve efficiencies
- Provide a sound retirement plan for your employees
WE BUILD VALUE FOR THE EMPLOYER
"We will equip you with the right information and tools to be compliant, reduce overall plan costs and gain the benefits of higher plan performance."
WE BUILD CONFIDENCE FOR THE PARTICIPANTS
"Our financial experts will better position participants to achieve their retirement goals."
Why Partner With RPAS
As a plan sponsor and fiduciary to your company’s retirement plan, you have certain responsibilities to ensure optimal investments, reasonable fees, and informed participants. With an Advisor at your side, you can navigate these waters smoothly and with confidence to create a best practices retirement plan that helps protects you from liability and loss while promoting positive participant outcomes.
Partnering with RPAS gives you instant access to:
Retirement Plans Experience
Demonstrates true specialty in retirement plan consulting; generalists can’t provide insulation or relieve pain points.
Independence
Ability to evaluate funds and service providers objectively and without conflict of interest, independent of your service provider.
Co-Fiduciary Status
Willingness to acknowledge in writing that we are a co-fiduciary to the plan as it relates to the selection and monitoring of investments.
ERISA 404(a) & 404(c) Expertise
Guides you through ERISA’s requirements. Provides checklists, forms, education modules, etc., to ensure prudent skill and care.
Employer Services
At Retirement Plan Advisory Specialists, we believe that having a healthy and effective retirement plan begins with a solid plan design and grows with proactive execution.
Our services are focused in these four areas:
- Fiduciary Investment Review
- Fee Benchmarking & Vendor Searches
- Plan Review and Fiduciary Guidance
- Participant Communication & Education
PARTICIPANT COMMUNICATION AND EDUCATION
- 70% of Americans live paycheck to paycheck; 64% can’t cover a $1,000 emergency without borrowing.
- Nearly one-third of participants over age 55 have less than $25,000 in retirement savings
- 54% of all participants have not done a retirement needs calculation.
- One in four workers reports that financial stress distracts them from work.
- 82% of retirement plan sponsors say most of their employees will not be adequately prepared for retirement.
At Retirement Plan Advisory Specialists, we want to make a difference and improve these statistics.
As a participant of your company’s retirement plan, you are entitled to receive all the necessary information to make sound decisions. We provide the support and resources needed every step of the way. Our team of advisors will meet with you individually to design a retirement strategy that will meet your goals and objectives.
