A Goal Without a Plan is Just a Wish
Your partner in building smarter retirement plans for a secure future.
Our Mission
Making retirement work for everyone.
Retirement Planners & Administrators (RPA) is a premier retirement consulting firm based in Virginia, proudly serving clients nationwide for almost 60 years. Our team is comprised of 24 Plan Compliance Analysts and experts, and we have built our reputation on delivering high-touch service and tailored solutions to our clients that help them reach retirement success.
Making Retirement Work for Everyone
Personal Design. Local Service. National Support.
At RPA, we combine deep local expertise with the national scale and resources of Strongpoint Partners, giving our clients the best of both worlds. From sole proprietors like dentists, attorneys, and physicians seeking solutions such as a 401(k) or Cash Balance Plan, to employers across the mid-Atlantic’s small business community, our team designs strategies tailored to your goals. The result? Minimized tax liability, maximized retirement savings, stronger employee attraction and retention, and reduced risk through creditor protection.
24
Plan Compliance Analysts
$2.75B+
Assets Under Management
7+
Avg. Years of Client Tenure
125
New Plan Designs / Year
20
Avg. Years of Design Specialist Tenure
1,300+
Total Plans Administered
Backed by Strongpoint’s national infrastructure and resources, so we can meet any challenge.
375+
Retirement
Analysts
$54B+
Assets Under
Management
~9.5
Avg. Years of Client
Tenure
32K+
Total Plans
Administered
~1,000
New Plan Designs
Per Year
35+
Avg. Years of Design
Specialist Tenure
Smarter plans. Stronger retirements.
How We Serve You Throughout the Year
Every organization views its retirement plan through a different lens. While employers aim to attract and retain top-tier talent, employees are focused on the finish line: a secure, on-time retirement. Simultaneously, HR teams navigate the dense thicket of fiduciary oversight and ever-changing DOL and IRS regulations. We don’t believe in a one-size-fits-all approach. We start by understanding your specific goals, using your priorities to shape our strategy. With our expertise handling the compliance heavy lifting, you gain the freedom to focus on what you do best — running and growing your business.
-
![RPA focuses on annual plan administration from January to March, including ongoing retirement plan design review, annual notices, data request management, and data cleansing and validation.]()
January - March
With an ACP/ADP testing deadline of March 15th, our team is focused on census file collection, and data verification and cleansing. We complete robust testing protocols that ensure our clients are maximizing their retirement objects while maintaining a plan compliant with constantly changing regulations.
-
![RPA focuses on milestones for Annual Plan Administration, Data Cleansing & Validation, and Annual Contributions from April to June.]()
April - June
In Q2, our team is focused on data accuracy and completeness as we begin the 5500 filing process. With ongoing support for plan participants and reconciliation procedures with record keepers underlying the data needed for 5500 production, we’re also leveraging insight to help you plan for future tax planning.
-
![RPA focuses on tasks like annual contributions, asset reconciliation, annual testing, and annual reporting from July to September.]()
July - September
As we prepare for the October 15th 5500 filing deadline we’re prioritizing any corrections, testing concerns, or outstanding data requests needed to ensure a plans ongoing compliance. We also use this window to discuss future needs, as identified by our testing and report prep, as we plan for the coming fiscal year.
-
![RPA focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500’s filed, signed, and complete by October, 15th, we focus on reviewing testing procedures for the following year to adjust to any changes in regulatory guidance. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
For Our Trusted Partners
We value and prioritize our partnerships with Financial Advisors and Recordkeepers.
Great results for clients start with a great team. When advisors, recordkeepers, and third party administrators unite around shared values, like transparency, precision, and a "client-first" mentality, no retirement challenge is too complex to solve. We deliver our greatest impact as part of a trusted partnership, where we can dive into technical complexities and craft plans tailored to each client’s unique needs. Let’s explore how we can work together to elevate your clients' success.
We’re Here to Help