Helping Financial Advisors & Business Owners Make More of Their Retirement Plans | RPG Consultants
I work with financial advisors and business owners to help them get more out of their retirement plans. At RPG Consultants, a family-owned retirement plan administration and recordkeeping firm founded in 1983, we believe a retirement plan should be more than a box to check. With the right questions and the right plan design, a 401(k) can become a powerful tool for helping business owners save for retirement, manage taxes, and take better care of their employees. My role is to help advisors better serve their clients, whether that means exploring a new plan, taking a second look at an existing one, or finding a solution to a challenging retirement plan situation. RPG works with advisors across the country, providing hands-on support with 401(k), profit sharing, cash balance, and other retirement plan solutions. We're independent, non-producing, and work with nearly every major recordkeeper. I'm always interested in connecting with financial advisors, CPAs, and business owners to exchange ideas, explore partnerships, and find opportunities to help.
Building relationships with financial advisors, CPAs, and other professionals to help business owners make smarter decisions about their retirement plans. Also exploring how technology and AI can improve the retirement plan industry without losing the personal relationships that matter most.
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