Our Elite retirement plan solution greatly reduces your investment duties and liabilities. Our Select retirement plan solution allows you to retain the investment duties while we serve as a directed trustee.
No two retirement plans are alike and a one-size-fits-all approach is not ideal. The plan must reflect and serve the people and goals of the organization. Our cross-testing expertise allows increased contributions from key employees, and our customized testing solutions often provide more favorable testing outcomes.
Our open architecture approach offers your plan a powerful combination of mutual funds, CITs and ETFs as investment options. Our fees are fully transparent, and we offer a disciplined fiduciary process for fund selection. Additionally, we can include Target Date Retirement Funds, professionally managed asset allocation models, and Self-Directed Brokerage Accounts for certain retirement plans.
Helpful and concise employee education creates a more engaged workforce. Your employees will be equipped with the knowledge to succeed and thrive financially. From future retirement income scenario estimates to a data-driven, educational approach to employee engagement, our commitment to "employee-first" strategies is a proven formula. Educational forums may include group and individual education meetings, virtual meetings, and custom engagement campaigns.
Offering a wide array of 3(16) administrative functions, including distribution processing, Form 5500 preparations, year-end testing, and more, our highly credentialed team members include an ERPA, JD, QPA, APA, AIF, QPFCs, and several QKAs. With the highest level of service, client-focused processes, and plan design and administration expertise, RPS is dedicated to fully supporting you and your team every step of the way.