Compliance Paperwork: Many retirement plan experts recommend that plan sponsors adopt a written investment policy statement, regularly take plan minutes and monitor investment options. RPS will work with your customers to help them maintain their compliance paperwork while assisting them with their fiduciary responsibilities.

Regular Service Calls: We proactively contact clients to verify that their retirement plan is operating as it should. By providing customer services proactively, RPS assists clients with issues often overlooked.

Ongoing Education: In conjunction with the plan provider, RPS works on an ongoing basis to educate your clients’ employees on investing basics, asset allocation modeling and other plan provisions.