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Your Partner In
Retirement Plan Management

Consulting Services for Plan Sponsors, Financial Advisors & CPAs

Our Numbers
Speak for Themselves

Plans Under Management
Participants Served
Assets Represented
Years in Business

Partnering with
Sponsors, CPAs, Advisors & Recordkeepers

Your ally for client (and employee) success

Partnering is at the core of our time-tested processes, never an afterthought. We serve all those involved in financial planning for retirement, and organizations small to large.

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Alleviate the burdens of maintaining a retirement plan with RPSI. Our entire focus is on helping plan sponsors like you define your goals, design a plan to meet them, and smoothly and seamlessly manage all day-to-day details of retirement plan administration.


We’ve been partnering closely with financial advisors to provide retirement plan administration advice—as well as retirement plan compliance advice—since 1992. Get complete support for clients’ contribution plans.


Ensure you and your clients' needs are met with RPSI. Our plan experts are here to help with any retirement plan collaboration needs as you provide client support, as well as for your own team’s development.


As Third-Party Administrators, we provide the experience in advice, education and communications services that support clients’ ongoing success, and we do so with the same high attention to detail that you do.


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The RPSI Process

Relieving the Burden of Retirement Plan Administration

The ongoing shifts and changes in compliance details and audits required for any retirement plan make staying on stable ground a challenge for today’s company plan sponsors. As a Third-Party Administrator (TPA), our comprehensive retirement plan services offer you the very real benefit of peace of mind, as well as freeing up time on your calendar.

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We weigh your needs against our experience with hundreds of companies and our understanding of the regulatory environment.

We’ll help guide your choice based on your budget, goals and company mission.

Our staff and your plan guru are always available to offer guidance and make adjustments. 

Our ERISA attorney keeps you compliant and apprised of all regulatory changes. Plus, you receive signature-ready filing (5500) and annual documentation.

Have your goals changed? We advise an annual meeting to make sure your plan tracks your company life cycles.

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