Due to our experience supporting some of the largest employers in West Michigan, we are uniquely positioned to help you provide a life-changing benefit to your employees.
RPI Advisors can administer your retirement plan or consult on your current plan. If you choose to have us consult or be the Advisor of record for your employees, we can offer any of the below benefits that come standard with RPI administering the plan. We are familiar with some of the largest 401(k) record keepers such as Voya and Empower. We can work with any company to make sure your plan is up to date and working for your employees.
Below is a list of items that come standard with a Retirement plan administered by RPI:
Lower cost retirement plans to both employer and employee: 401k, 403b, Simple and Sep IRA’s
Multiple fund family offerings with the option to include, and not limited to, Vanguard Funds, American Funds, Fidelity Funds, JP Morgan Funds, Invesco Funds, State Street Funds and Voya Funds
Complimentary on-site financial education seminars for employees:
Regular, in person, on-site, one on one account review appointments with employees
Being available to answer employees' questions, either on-site or via phone/email regularly
Payroll & CPA coordination, helping you with the administrative plan tasks
100% on boarding to facilitate employer plan transfer to new plan