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As a business owner, you need a partner that will manage the ins and outs of your retirement plan so you can focus on running your company: profitability, staffing, customer service, marketing and sales. So how do you do that?

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

Managing a plan adds another layer of administrative responsibility to you or someone on your staff. It’s the day-to-day employee questions, hires/fires, paperwork and forms that can drive you crazy.

Since 1992, RPSI has been removing the frustrations and headaches associated with retirement plans. Our team can:

Answer Technical Questions

Provide Needed Forms

Handle the Signing and Processing of Paperwork

Loan & Distribution Requests

Tracking Employee Eligibility

Mailing Participant Fee Disclosures

Let our team serve as an extension of your team to help you manage your plan.

2. What is your process to keep my plan on track as the business grows?

It’s important to understand that as your business grows, your retirement plan needs will change. So you need your TPA partner to proactively monitor your plan AND make proactive adjustments to keep your plan on track.

The RPSI process delivers a solution to meet your needs today and continues to monitor your plan and makes suggestions to ensure the plan remains the best fit for your business and employees. Our proprietary process:


3. How can you help our company manage our fiduciary responsibilities?

Using our proven process, our team crafts the optimal plan design solution for your business. Then we track all the compliance and legislative details for your plan so you and your employees can focus on growing the business. Enjoy peace of mind knowing you have a team of professionals behind you.

If this information was helpful, we should talk. Let’s discuss your specific goals and needs.

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