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Trusted Partner for Retirement Plan Solutions Since 1992

Current. Comprehensive. Personalized.

RPSI, Retirement Plan Solutions, Inc., is a third-party administrator (TPA), proudly providing company sponsors and related partners with all aspects of retirement plan design, administration and management. Based in Cary, NC, we partner closely with organizations in NC and beyond, as well as financial advisors, CPAs, and recordkeepers to deliver the most current, comprehensive, retirement plan administration expertise and personalized service possible.

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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.

A Passion for Protection

Since 1992, RPSI has helped hundreds of plan sponsors, and their employees, by designing and administering retirement and pension plans to meet goals ranging from maximizing tax advantages and employee participation to minimizing costs and potential compliance issues.

Managed well, retirement plans can provide tremendous value both now and in the future. Our passion is protecting our clients’ interests and supporting their goals, amid an ever-changing regulatory landscape.

We believe that a team approach delivers significant benefits to our clients. Specialists on our team, and in conjunction with advisor and CPA partners, focus on each aspect of plan design, administration, regulatory compliance, and all the many details involved in plan management.

This higher level of expertise gives clients both well-designed outcomes and peace of mind, all without having to invest the time and budget to execute the complex processes in-house.

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