RPAC Services

Retirement Plan Advisory Council

RPAC advisors may assist in any or all of the following services, as requested by the plan sponsor:

  • Providing consultation related to the evaluation and recommendation of service provider alternatives
  • Designing Requests For Proposal (RFP) documentation
  • Coordinating the Request For Proposal (RFP) process
  • Screening and recommending investment alternatives
  • Reviewing the plan's design
  • Managing various aspects of implementation and transition to new
    provider(s) as necessary
  • Providing third party regulatory updates
  • Serving as a reliable resource for various aspects of plan services
  • Performing periodic plan reviews with plan sponsor
  • Designing of the plan's Investment Policy Statement
  • Providing periodic reporting of investments performance analysis
  • Monitoring investments for correlation with stated investment objectives
  • Designing an education policy statement
  • Providing employee communications and education
  • Coordinating enrollment and investment education meetings for participants
  • Serving as a resource to respond to participant inquiries
  • Educating plan participants about plan distribution alternatives
  • Offering consultation on non-qualified retirement plans