Skip to content

RPSI is a Partner for CPA Success

Our goal from early on was to take a partnering approach with clients and other financial experts, and today, over 25 years later, we continue to encourage CPA retirement plan collaboration.

When you choose to partner with RPSI, you can be confident that you’ll have a partner committed to your success.

We’re by your side

You are the experts guiding your clients to successfully navigate the complex tax environment. As their trusted advisor, you understand their situation and its nuances. Our approach with CPA collaboration is to work by your side to advise your clients on the most efficient plan design to help them:

  • Maximize Tax Deductions
  • Reduce Plan Cost
  • Resolve Prior-Year Filing Issues
  • Act as the point of contact for DOL/IRS Plan Audits

Our CPA retirement plan collaboration brings you benefits too

As your partner, we’re here for you as well as for our mutual client. 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. RPSI can:

  • Provide a quick answer to a technical retirement plan question.
  • Conduct a preliminary analysis for clients needing deductions.
  • Offer Continuing Professional Education credits (CPE) – including practical training and updates designed to give you real-world ideas you can incorporate into your business.

Give us a call at (800) 388-0441 and let us know how we can help you.

Back To Top