Retirement Plan Consulting Services

Services Tailored for Business Owners



Client-Centered Approach

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.

What's Included

Fiduciary Services

Investment Policy Statement

We develop a comprehensive investment policy statement with clear investment policies and objectives.


Non-Discretionary Investment Advice

We provide general advice on asset classes and investment options, ensuring alignment with the plan's investment policy statement.

Investment Selection Services

We recommend investment options in line with ERISA section 404(c).

Investment Due Diligence Review

We provide periodic reviews of plan reports and investment options and recommendations based on thorough analysis.

Investment Monitoring

We prepare regular reports on investment performance, ensuring consistency with the investment policy statement, and recommend changes as necessary.

Default Investment Alternative Advice

We assist in developing qualified default investment alternatives (QDIAs) and ensure compliance with DOL regulations for automatic enrollments.

Manage RFP Process

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.

Qualified Plan Development

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.

Due Diligence Review

We regularly review plan fees and expenses, helping you manage costs and improve the efficiency of your retirement plan.

Benchmarking

We provide detailed benchmarking services, allowing you to compare your plan's performance against industry standards and make data-driven improvements.

Non Fiduciary Services

Unique Scoring Matrix

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.