Cefex Certified Recordkeeper & TPA

Retirement plans that make compliance and savings simple

Support employees and meet your fiduciary responsibilities.

See how it works
RPG Consultants Retirement Plan TPA & Recordkeeper

50+

Years Combined Experience

1000+

Plans Administered

Expert

CEFEX Certified Team

Serving Four Key Audiences

Whether you’re an employer, employee, or advisor, we have solutions designed for you.

For Employers

Plans that simplify compliance and strengthen recruitment/retention.

  • 401(k) & 403(b) Plans

  • Defined Benefit Plans

  • Plan Design & Consulting

  • Compliance & Testing

For Employees

Easy-to-use accounts, education, and support.

  • Online Account Access

  • Education & Resources

  • Investment Guidance

  • Retirement Planning Tools

For Advisors

Data tools, reporting, co-branding support.

  • Advisor Portal Access

  • Detailed Reporting

  • Plan Analytics

  • Co-branded Materials

For CPAs

Retirement solutions that add tangible value for clients.

  • Cash Balance Plans

  • Advanced Profit Sharing Designs

  • Tax Saving Models

  • Co-branded Materials

RPG Consultants Retirement Plan TPA and Recordkeeper

Plans built for your goals

Plans that make compliance easier, costs predictable, and participation rates stronger. We work with plan sponsors to design, implement and maintain retirement plans that will meet their needs, both today and in the future. Our custom plan designs maximize the goals and objectives of the owners and key executives in a cost-effective manner for the company and its employees.

Custom Plan Designs to Maximize Your Objectives

Empower your employees with financial confidence

Help your employees save more and feel financially confident. Whether you want to have a savings account to cover emergencies, or you want to focus on wealth preservation and legacy planning, we have the tools for you.

Start Your Financial Wellness Journey
RPG Consultants Retirement Plan TPA and Recordkeeper

Why Choose RPG Consultants

We combine expertise, technology, and personalized service to deliver exceptional retirement plan solutions.

CEFEX Certified

Meets the highest fiduciary standards

Proven Expertise

Trusted guidance from seasoned professionals

Efficient Processing

Quick, accurate service that frees up your time

Dedicated Support

Personal help when you need it

Advanced Technology

Tools that make plan management easy

Participant Services

Support your people with clarity and confidence

Employers: Set Up a 401(k) Plan Today!

Every day, businesses adopt retirement plans to help employees save for the future while staying compliant with state regulations.

Schedule a Consultation

Ready to simplify your retirement plan?

Let’s discuss how RPG Consultants can help you achieve your retirement plan goals. Our team is ready to provide personalized solutions for your needs.

Speak with an expert today

212.947.4800 | info@rpgconsultants.com