Retirement plan expertise your clients need. A partnership model you can trust.

For over 40 years, RPG has partnered with financial advisors to deliver exceptional retirement plan outcomes.

Financial Advisors discussing while pointing at laptop

Built for partnership — by design

Many retirement plan companies say they support advisors. As an independent TPA and recordkeeper, RPG is structured around it. We don’t sell investments, manage assets, or market directly to your clients. Our entire model is built on earning and keeping advisor trust — and we’ve done exactly that for over four decades.

For more than 40 years, RPG has grown by doing one thing consistently: being the retirement plan partner that advisors and their clients can count on — not just for the work, but for the relationship.

— Evan Rapp, CEO

The RPG difference for advisors

Plan expertise, in-house

Complex plan design — defined benefit, cash balance, cross-tested, NQDC — handled start to finish by our own team. You get answers, not referrals.

Your expert in the room

Bring RPG into client conversations as your retirement plan specialist. We strengthen your position without competing for it.

Direct access to decision-makers

Owners and senior staff are always reachable — not just during onboarding. Personal attention is how we operate, not how we market.

Service that protects client confidence

Proactive compliance, disciplined administration, and responsive service mean fewer surprises for your clients and stronger relationships for you.

CEFEX certified — TPA and recordkeeping

One of fewer than 13 firms nationally certified for both. Independent, annual validation of the processes your clients depend on.

Open architecture recordkeeping

RPGFocus works with the platforms your clients prefer — including ETF-inclusive, open-architecture investment options most providers don’t offer.

Let's Talk

How we work together

One

Understand goals

We start with your client’s benefits strategy, retirement objectives, and tax and savings priorities — so plan design serves real outcomes.

Two

Illustrate options

We help you model and present plan scenarios your clients can respond to — making complex decisions clearer and easier to act on.

Three

Deliver a competitive proposal

RPG produces detailed, accurate proposals that give your clients the information they need — and give you confidence in the recommendation.

Four

Implement and support

We handle plan setup, administration, compliance, and participant experience — so you stay focused on the relationship, not the paperwork.

A partner built for the long term

The advisors who work with RPG aren’t looking for a vendor. They’re looking for a partner who shows up consistently, knows their clients, and earns their trust over time. That’s what RPG is built to be.

A dedicated expert in your corner

RPG functions as your retirement plan department — always available, always current, always focused on getting it right for your clients.

40 years of advisor relationships

Our growth has always come through the advisors and professionals who trust us with their clients. That’s not a strategy — it’s how we’ve always worked.

Integrity at every level

We put advisor relationships first — consistently, and even when it would be easier not to. That commitment reflects who we are as a firm, not just a policy.