RPG Can Be Your Expert TPA—with Any Recordkeeper
Not every plan belongs on the same platform. Some advisors have long-standing custodial relationships. Some plans have specific technology requirements, institutional pricing, or reporting preferences that point to a particular recordkeeper. RPG works with you and whichever recordkeeper you choose.
Why Advisors Choose This Structure
Partners we work with include:
What RPG handles:
Plan document drafting and amendments
Nondiscrimination and coverage testing
Loan administration and QDRO review
Government filings, including Form 5500
Participant notices and compliance monitoring
Ongoing consulting
Coordination with the outside recordkeeper
Loan administration and QDRO review
What stays with the recordkeeper:
Participant-level account records, trade processing, and asset valuation remain with your chosen recordkeeper or custodian under a separate agreement with the plan sponsor.
Our role is TPA only, and we are clear about that boundary from day one.
Ready to discuss a plan on an outside platform?
Contact us to learn how RPG can serve as your TPA.
Let’s build something great for your clients.
Start with a conversation. No pressure, no pitch. Just a straightforward discussion about how we work and whether it’s the right fit.