OUR CLIENTS
We provide plan fiduciaries with prudent documentation of a process they should be performing at least every 3 years, but usually they do not, because it would take over 100 hours to complete the process on their own. We have served dozens of organizations across the US, helping them improve their retirement plan benefit & save money/reduce plan fees.
Start up plans to billions of dollars plans!
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R P A S
OUR MISSION
TO save your organization time and money & mitigate risk by gathering & organizing Request for proposals (RFP) from service providers, resulting in a prudent, documented process for committees to choose Or Evaluate the best retirement plan SERVICE PROVIDER fit for YOUR organization.
OUR SERVICES
With over 2 decades of experience in the Third-Party Administration
(TPA), Recordkeeping, and Retirement Plan Advising industry, RPAS helps Plan Sponsors & Committees with their search for &/or review of their retirement plan service provider(s). RPAS also provides expert opinions to retirement plan related litigation cases, coaches advisors, and speaks
at industry related conferences.
Founder of Retirement Plan Advisor Search, (RPAS), Veronica Bray, encountered the situation every day: meeting with individuals at organizations who are charged to manage & make decisions for their organization's retirement plan & they are not "prudent experts," even though the Department of Labor expects this person to be. In 2016, RPAS was founded to help these professionals with the due diligence in
choosing & evaluating their organization's 401(k), 403(b), 401(a), 457(b), Multiple Employer Plan (MEP), Pooled Employer Plan (PEP), and/or DB retirement plan advisor, outsourced chief investment officer (OCIO), outsourced fiduciary governance officer (OFGO), recordkeeper, administrator, auditor, and/or actuary.