The right plan, designed for the right results.
RPG partners with advisors to design retirement plans that work – for owners, executives, and employees alike. We bring the technical depth. You bring the relationship.
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Evan M. Rapp
ERPA, QPA, QKA
Managing Partner
Ben Rapp
Strategic Development Manager
Plan design is where the real work happens.
The RPG team is your expert partner to collaboratively design a plan that optimizes for an employer’s goals while simplifying administration and HR burden.
Count on us to consult during initial discovery, prepare compelling illustrations, competitive proposals, and be ready to support you in meetings when clients need to hear from the plan expert directly. Our role is to make you look great and help your client make a confident decision.
What we design
Deep expertise across every plan type
401(k) and 403(b)
Full-service administration and design for defined contribution plans, including safe harbor, Roth, and complex testing scenarios.
Cash balance plans
In-house actuaries handle defined benefit and cash balance design from start to finish – no outsourcing, no delays.
Solo 401(k)
Straightforward, cost-effective plans for owner-only businesses looking to maximize retirement contributions.
Nonqualified deferred compensation
Supplemental executive benefit plans designed to attract and retain key talent outside of qualified plan limits.
What RPG brings to your client conversations
Plan illustrations and side-by-side comparisons tailored to each employer’s goals
Proposals that make the decision clear—and make the case for you
Direct meeting support when technical expertise belongs in the room
In-house actuaries for defined benefit and cash balance plan design
Ongoing compliance, testing, and administration once the plan is in place
Ready to design a better plan?
Tell us about your client’s situation and we’ll get to work. No pressure – just plan expertise.