Financial Institutions offering
retirement planning services
face significant penalties for
non-compliance of federal
regulations. Are you at risk? Find
out how well you really know your
Qualified Retirement Plan Business.


Qualified Retirement Planning service for your institution.

With over 60 years of experience in the industry, our firm helps you to identify, measure and grow your Qualified Retirement Plan business and stay on top of continually changing regulations.


Email us for an Evaluation Survey.

We have worked in this area as financial advisors for most of our careers and implement the same tools and resources we use for our own clients, to guide financial institutions to success. We understand that each organization has individualized needs when it comes to their Retirement Plan business, so RPAS has designed service plans to fit any and all needs. Each tier includes a menu of services including vendor comparisons and reviews, fee certification, plan designs, and product development.

Phyllis Borzi, Assistant Secretary for the Employee Benefits Security Administration in Washington, spoke at NAGDA (National Association of Government Defined Contribution Administrators) and said she hopes state and local DC plan officials will ask their vendors for fee disclosure or that vendors will adopt for all plan sponsor clients what they must provide to corporate plans. She discerns paying 1% more in fees results in a 28% reduction in their accounts.

Our goal is to work with financial institutions to help make their Qualified Retirement Plan business profitable and continually growing. Our services will ensure you are in compliance under Section 408 (b)(2) and are successful with the implementation of new requirements.


Set Up
Tier I Service Plan
Tier II Service Plan
Tier III Service Plan
Tier Comparison Chart

Follow Me