With experience supporting some of the largest employers in West Michigan, we’re well positioned to help you offer a life-changing benefit to your employees.
RPI advisors can serve as the advisor on your retirement plan or consult on the plan you already have. Whether we consult or serve as advisor of record, the benefits below come standard. We’re experienced with some of the largest 401(k) record keepers, including Voya and Empower, and we can work with companies of any size to help keep your plan current and working for your employees.
Standard With Every Retirement Plan Advised by RPI:
- Lower-cost retirement plans for both employer and employee: 401(k), 403(b), SIMPLE, and SEP IRAs
- Multiple fund family offerings, including but not limited to Vanguard, American Funds, Fidelity, Invesco, State Street, and Voya funds
- 401(k)/403(b) management and rollovers
- Regular in-person, on-site, one-on-one account review appointments with employees
- Complimentary on-site financial education seminars
- RPI advisors available to answer employees’ questions on-site or by phone and email
- Payroll and CPA coordination to help with administrative plan tasks
- Full onboarding support to transfer your existing plan to the new plan
Learn How RPI Can Help Plan Your Team’s Future
