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Helpful documents and links for plan sponsors


Resources for advisors of contribution plans


Advise your clients with trusted expertise

Welcome to RPSI

If you have retirement plans on your mind, you’ve come to the right place. Whether you’re providing a plan for your employees or researching the best options for your client, RPSI can help. Take a look around our site and you’ll find our goal is to provide you with helpful ideas and suggestions for your business.

Take a closer look

Everyone boasts of professionalism and outstanding customer service, right? So beyond the obvious, what should you be looking for? What should you be asking?

Three questions to help you better evaluate the real impact to your business:

  • What administrative burden will you take off my plate?
  • What expertise and process do you bring to the table?
  • How can you help companies and their employees reach their retirement goals?

RPSI partners with plan sponsors, financial advisors and CPAs. Let’s take a closer look at the particulars for your business. Select one: Sponsors, Advisors, or CPA.

Need an added layer of protection?

RPSI becomes a fiduciary for your plan. As a fiduciary, RPSI will accept total responsibility for the operation of your plan.

As an added service, RPSI handles everything:

  • Act as the day-to-day contact for your participants
  • Sign & process all loans & distributions
  • Mail all required participant notices
  • Maintain all records
  • Sign and file IRS form 5500
  • Our 3(16) Services provide an extra layer of service and protection.
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