Better retirement plan experience— by design
RPG partners with trusted advisors to deliver expert 401(k), defined benefit, and cash balance plan solutions.
40+
years
of focused retirement plan expertise
3
generations
of leadership and continuity
100%
partnership
with advisors; we
don’t compete
The Retirement Plan Expert Behind Your Trusted Advice
RPG is an independent TPA and recordkeeper. We partner with financial advisors, CPAs, and other trusted professionals—but we never compete with them.
From 401(k) plans to complex defined benefit and cash balance designs, RPG has the in-house expertise to handle what others can’t.
You bring the relationship. We bring the plan expertise.
The RPG Difference
Supporting advisor and employer success
Built to make it easier to achieve retirement plan success for the advisors and employers who count on us.
In-house actuaries
Defined benefit and cash balance plan expertise handled in-house, start to finish.
CEFEX certified
Independently audited to fiduciary best practice standards every year.
Personal attention
Direct access to owners and senior staff. Always.
Multi-generational continuity
40 years of focused ownership with planned succession.
Precision and compliance
Disciplined processes designed to reduce risk and fiduciary exposure.
RPG is a partner of choice to hundreds of advisors
We know our role and support yours. No competition. No conflict. Just deep retirement plan expertise on your side.
Serving Your Unique Needs
Daily Recordkeeping (open architecture)
Financial Institutions We Work With
Featured Resources
Calculator / 401(k) / SECURE 2.0
Article / 401(k)
Article / Plan administration
Challenges of Pro Rata Fee Deductions
Ready to add a retirement plan expert to your team?
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