Plan Sponsors

RPS has developed a comprehensive model that focuses on the issues that we feel are necessary for your plan’s success including fiduciary guidance, participant education and investment oversight. RPS provides the following:

Provider Analysis

  • A review of your current provider’s services
  • A complete search, review and comparison of the other applicable providers if provider replacement is necessary
  • Oversight and management of the transition to a new plan provider

Investment Due Diligence

  • A review of your current investment lineup
  • Replacement of investments when necessary
  • Assistance of employee notification of fund changes
  • Ongoing monitoring of your investment lineup

Employee Education

  • A comprehensive educational program
  • Meetings conducted in group and individual formats
  • Asset allocation modeling and investment guidance for participants

Fiduciary Guidance and Plan Oversight

  • Adoption of prudent plan sponsor steps such as:
    • Developing or reviewing your investment policy statement
    • Implementing regular plan minutes
    • Establishing a formal retirement plan committee
    • Creating a comprehensive audit file
  • Regular plan reviews
  • Company and trustee liability and indemnification support

Unmatched Client Service and Support

  • Regular proactive service calls
  • Liaison between you and the vendor/administrator
  • Direct access to investment professionals for all plan participants’ questions

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