Our Defined Contribution (DC) retirement programs are designed to align with your business goals. With fluctuating asset values and evolving workforce expectations, a tailored retirement plan ensures both organizational stability and employee satisfaction. RPM Advisors helps you meet current and future needs by focusing on participant readiness, ultimately supporting your business objectives.
We develop a comprehensive investment policy statement with clear investment policies and objectives.
We provide general advice on asset classes and investment options, ensuring alignment with the plan's investment policy statement.
We recommend investment options in line with ERISA section 404(c).
We provide periodic reviews of plan reports and investment options and recommendations based on thorough analysis.
We prepare regular reports on investment performance, ensuring consistency with the investment policy statement, and recommend changes as necessary.
We assist in developing qualified default investment alternatives (QDIAs) and ensure compliance with DOL regulations for automatic enrollments.
We streamline the entire RFP process for third-party service providers, saving you time and ensuring you get the best value and services to meet your needs.
We guide you in setting up a qualified plan with a third-party administrator, ensuring your plan meets regulatory standards and supports your business's growth.
We regularly review plan fees and expenses, helping you manage costs and improve the efficiency of your retirement plan.
We provide detailed benchmarking services, allowing you to compare your plan's performance against industry standards and make data-driven improvements.
As an aspect of our RFP management process, we utilize a unique proprietary process that offers a quantitative and qualitative scoring matrix. You will be able to easily view third-party service provider comparisons and make decisions that fit your priorities.