New England’s Trusted Retirement Plan Partner
Blending personalized service with the precision and insight your business deserves.
New England’s Trusted Retirement Plan Partner
Blending personalized service with the precision and insight your business deserves.
Our Mission
Making retirement work for everyone.
RPCG is a solution-focused and client-centered retirement consulting firm, proudly serving clients nationwide from the greater Hartford area for over 35 years. With 13 New England-based team members, including retirement Consultants, Administrators, and Actuaries, we have built our reputation on providing high touch service with deep expertise to our clients, including Sole Proprietors and Employers.
Personal Design. Local Service. National Support.
Local expertise backed by the national resources of Strongpoint Partners.
RPCG is uniquely positioned to take on any challenge for any client. Whether you are a sole proprietor, such as a dentist, lawyer, or doctor, who needs a solution like a 401(k) or Cash Balance Plan, or an employer in Hartford’s small business community, we can create a solution tailored for you and your business that ensures you will minimize your tax liability, maximize your retirement savings, attract and retain your employees, and reduces your risk through creditor protection.
100+
New Plan Designs / Year
960+
Total Plans Administered
15
Avg. Years Client Tenure
10
Avg. Years Design Specialist Tenure
Backed by Strongpoint Partner’s national infrastructure to meet any challenge.
Clear Communication. Customized Solutions. Compliance You Can Count On.
We’re here to build tailored solutions to meet your retirement goals.
We understand that every organization has unique priorities. Employers may want to recruit, reward, and retain talent, while employees strive to retire on time. Your HR team may be concerned with meeting fiduciary responsibilities while staying compliant with DOL and IRS regulations. At RPCG, we align our solutions with what matters most to you. With our expertise, you can concentrate on driving your business forward. Learn More
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![RPCG 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.
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![RPCG 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.
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![RPCG 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.
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![RPCG focuses on Annual Plan Administration and Annual Reporting from October to December.]()
October - December
With all 5500s filed, signed, and complete by October 15th, we focus on reviewing your plan design for the following year and providing recommendations for plan amendments. We also use this time to meet with all customers to ensure their plan continues to meet their strategic objectives.
For Our Partners
Recordkeepers and Financial Advisors are our valued partners.
When advisors, recordkeepers, and third-party administrators come together with a shared focus on client goals, transparency, accuracy, any retirement challenge can be solved, no matter how complex. We take great pride in hands-on communication with both the client and their advisory team to design a plan that maximizes benefits and minimizes risks, while meeting their needs.
Let’s explore how we can partner with you to increase client success, client service, and long-term client satisfaction.
