TPA Partnership Program

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TPA Partnership Program 2017-08-11T16:54:43+00:00

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.

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Hannah Adler
Director of Marketing
212-947-4800 ext 227
hannah.adler@rpgconsultants.com

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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.

Ask about our TPA rewards program!

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; including interactive SmartPlan video solution

  • Experienced team of conversion experts to ensure a smooth transition

Download RPGFocus Brochure

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