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When you partner with RPSI, you have a partner committed to your success.

1. What administrative burden will you take off my plate?

Fielding and servicing retirement plan business requires a team of technical experts and staff to handle the day-to-day administration and questions. –We’ll meet for an initial consultation, design your client’s retirement plan, help with the paperwork, monitor the regulations, and answer day-to-day service questions so you can focus on adding new clients. At RPSI, our function is to be a partner and a support system.

2. What expertise do you bring to my team?

Our team of experts can become an extension of your team. From prospecting to close:

  • Answer technical questions
  • Provide needed forms
  • Handle the signing and processing of paperwork
  • Loan & Distribution Requests
  • Tracking employee eligibility
  • Mailing Participant Fee Disclosures

We don’t sell investment products or offer investment advice so we’ll never compete with you.

3. How can you help protect my clients?

Helping your clients understand and manage their fiduciary responsibility as a plan sponsor is just as important as plan design and investment performance. Our process will help them manage both internal and external factors.

Internal factors: Business growth, profitability, employee retention needs.

External factors: Legislative changes and DOL/IRS audits.

You can rest assured knowing you have experts on your team to handle all your regulation and compliance needs.

Since 1992, RPSI has been committed to your success and removing the frustrations and headaches associated with retirement plans. Give us a call.

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