Our Departments

//Our Departments
Our Departments2017-08-07T12:25:19+00:00

Our staff is the key ingredient of RPG Consultants. They are known for independent thinking, rigorous analysis and a proven track record of performance. At all levels of the planning process, clients depend on our experienced and knowledgeable professionals.

Although RPG management and staff work collaboratively, we maintain several departments in order to facilitate better support of our clients.

Our RPG Client Services department serves as the concierge for all Plan Sponsor, Participant and Advisor requests. They are responsible for every incoming request and ensure that all inquiries are addressed promptly and to the Client’s satisfaction. The responsibilities include:

  • Maintaining the RPGFocus website
  • Answering participant and client questions
  • Monitoring payroll transmittals
  • Withdrawals due to Financial Hardship
  • Separation from Service Distributions
  • Death Benefit Distributions
  • In-Service Withdrawals
  • Loans
  • Qualified Domestic Relation Order (QDRO) Distributions
  • Required Minimum Distributions (RMD)
  • Return of Excess (Aggregate) Contributions

To contact the Client Services Department, please e-mail support@rpgconsultants.com or call them at x401.

Our Compliance Department processes all census data for both preliminary and year-end testing and is responsible for:

  • Maintaining and managing the census template files
  • Monitoring and configuring the secure file upload system
  • Communicating with clients to obtain accurate census data
  • Reconciling information from client’s payroll with transmittal data from our recordkeeping systems (if applicable)
  • Uploading all census information into our valuation and testing systems
  • Preparing Plan Tax Returns (Form 5500)
  • Document Support and Amendments

To contact the Compliance Department, please e-mail compliance@rpgconsultants.com.

Our Conversions Department handles the onboarding of new Clients and takes “ownership” of the conversion process which includes:
  • Working closely with Financial Advisors on the implementation of new Plans and the conversions of existing Plans
  • Coordinating conversion timelines and all required notifications to Participants and Service Providers
  • Managing the implementation of custodial/trading platforms for new and converting Plans
  • Organizing the transfer of Plan data and assets
  • Hosting Participant enrollment meetings and webinars
  • Providing hands-on training to Plan Sponsors on contribution transmittal procedures

To contact the RPG Conversions Department, please e-mail conversions@rpgconsultants.com.

Our Finance Department handles all of our accounts payable and receivable and is responsible for:
  • Staff payroll
  • Dealing with vendors
  • Invoicing clients
  • Receiving payments
  • Reconciling accounts

To contact the Finance Department, please e-mail finance@rpgconsultants.com.

Our FSA Department handles all aspects of the administration of our FSA Plans and is responsible for:
  • Maintaining the FSA website
  • Answering participant and client questions
  • Enrolling participants
  • Reconciling payroll transmittals
  • Processing and adjudicating claims
  • Sending reimbursements

To contact the FSA Department, please e-mail fsa@rpgconsultants.com.

Our Operations Department is responsible for:

  • Daily reconciliation
  • Trading
  • Plan Maintenance

Our Marketing Department handles all marketing initiatives and is responsible for:

  • Attracting prospective leads
  • Driving sales and conversions
  • Partnership programs
  • Education and webinars
  • Email marketing
  • Content development
  • Website development and maintenance

To contact the Marketing Department, please e-mail marketing@rpgconsultants.com.