In today’s retirement plan environment, the recordkeeping function is a key component of the participant-directed 401(k) system and other company-sponsored retirement plans. Unlike the institutional providers, working with RPG Consultants as your clients’ recordkeeper gives you the freedom to pick the best tool for the task to meet your clients’ goals. As an investment-independent platform, RPG Consultants never forces your clients into proprietary funds. We do not use them. We offer thousands of investment options, including ETF’s and ETF-managed portfolios, and only work with the lowest-cost share class available with no revenue sharing or ancillary management expenses.
Contact Us
Michelle Ryals
Director of Marketing
212-947-4800 ext 220
michelle.ryals@rpgconsultants.com
RPG TPA Partnership Program
RPG Consultants is more than your “back-office” recordkeeper. Using the RPGFocus Solution, we serve as your partner in helping your clients reach retirement security. We work with you to provide a process-for-success for our mutual clients. By working together and understanding each other’s services, we are best able to serve the Plan Sponsor and Plan Participants.
Recordkeeping Services
24/7 Portals for Advisors, Plan Sponsors and Participants
Spanish-language option available
On-Demand E-statements available
Lower-cost mutual fund shares, including institutional shares and ETF’s
Telephone, email and live chat support
Coordination of payroll and contribution processing
Participant education and enrollment
Experienced team of conversion experts to ensure a smooth transition