RPG Consultants is a CEFEX-Certified Recordkeeper and Third Party Administrator (TPA) and offer full-service retirement planning with an emphasis on defined benefit, defined contribution and 401(k) programs, complex pension strategies (including select comparability designs), non-qualified deferred compensation programs, cafeteria plans and plans covered by the Davis-Bacon Act. We handle the administration service requirements for all the above programs, including daily and quarterly valuation record keeping capabilities and cafeteria plan flexible spending accounts. We provide health care and benefit consulting by evaluating insurance coverages and plan designs to identify the most appropriate cost effective coverage. We also perform Company reviews of other benefit programs to determine if they are designed, operated and funded in the most cost-efficient manner and are in compliance with government regulations.
RPG Consultants is a “non-producing” TPA (Third-Party Administrator) – we do not market or sell investments. We strictly provide value-added consulting, administration and recordkeeping for company benefit plans.
Our daily valuation recordkeeping system allows participants to make changes to their fund allocations, view balances, and see a variety of reports immediately. As such, RPG was one of the first Companies in the country to develop a recordkeeping system to allow for ETF investments to be included in its ‘open architecture’ recordkeeping Internet-driven system.
RPG’s growth has been a direct result of our emphasis on quality, service and performance, as we help our clients successfully meet their short and long-term goals.Today, hundreds of clients depend on RPG for consulting, design and administration of their benefit programs. We are large enough to successfully handle the most elaborate planning situations, yet organized to bring our clients the benefits of a close relationship.
Social(k) Folio with RPG and Folio Institutional
Social(k) Folio is unique product with ability to hold more than funds and ETFs. The partnership with Folio Institutional brings patented technology that can unitize and track investments normally not found in retirement plans. Separate Account Managers and Customized Portfolios can be added to your plan.
RPG Consultants offer plans a high degree of customization with plan design and investment selection. The ability to unitize investments makes most asset classes available, provided they meet ERISA standards. They also specialize in cash balance plans and a wide variety of other specialized solutions to add extra savings to your plans.
RPG Consultants is one of approximately 100 Companies awarded the CEFEX Certification by the Center for Fiduciary Excellence for its record keeping and third party administration services. One of 14 in the country to hold this certification as both record keeper and TPA.
For more information on RPG Consultants: firstname.lastname@example.org
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