Financial Advisor

Who We Are

We partner with Advisory Firms and Third Party Administrators from across the country, helping them to serve their clients by acting as:

  • Recordkeeper
  • Independent Fiduciary – Fiduciary Service Protection
  • Advisor Partner
  • Advisor Marketing Service

What We Offer

  • Low Cost Platform
  • Bundled or Unbundled Solutions
  • Institutional Funds and ETF’s
  • Choice of Over 25,000 Available Funds
  • 3(38) Service with Multiple Lineups – Includes Dimensional Funds (DFA)
  • Model Portfolios with Dimensional Funds (DFA)
  • Dimensional Target Date Retirement Income Funds available with Integrated DFA Calculator
  • We are a partner that will bring experience and expertise to help you differentiate yourself in your market place.

Why choose a 401(k)?

With a 401(k) you can design a retirement plan unique to your company.

Your needs don’t fit in a box, so why should your retirement plan?

Take advantage of higher contribution limits, provide an additional benefit for your employees, or design a plan focused on ownership or key employees.

No matter the goal, we can find the design to meet your goals. Request a proposal below!

Request A Proposal

What is a 403(b)?

The world of 403(b)’s is complex and changing.

Who can have a 403(b)? How is a 403(b) different than a 401(k)?

Partner with RPC, explore the details, and lean on our expert advice to point you in the right direction.

Whether your client is a non-profit, a church, a public school, or a hospital, we are sure to find the right plan and make certain you are knowledgeable about its design.

Request a proposal below!

Request A Proposal

Is the EZ-k the way to go?

The 401(k) plan is usually the last thing on a business owner’s mind.

So why waste your time? Simplify the 401(k) process with our EZ-k.

We make the plan options easy to choose from and the 401(k) plan administration effortless, so you can spend less time on the 401(k) and more time on the things your clients want.

Request A Proposal

What other types of plans can RPC help with?

Didn’t see your plan type above?

No problem! RPC can assist you with many more plan types, including (but not limited to) defined benefit, cash balance, non-qualified deferred compensation, 457’s, Solo(k)’s and more!

We are your one-stop shop when it comes to retirement plans.

Request more information below and a consultant will reach out to discuss our services and plan options.

Request A Proposal

Upcoming Events / Where We’ll Be

Payroll Partners

Mcmill logo
accupay

Fiduciary Partners

wealth management advisors

While these providers’ solutions are integrated with RPC’s recordkeeping and third party administration solutions, Retirement Plan Consultants LLC does not recommend providers featured on our partner pages. It is always recommended, and in your best interest, that you perform your own due diligence.