How We Can Serve You
We’re here to custom build solutions tailored for your retirement goals.
Where Personal Care Meets Proven Expertise
Our team can create a custom retirement plan to help you meet your goals.
From plan design and implementation, to compliance, administration, government reporting and filings, and ongoing plan support and consulting, we’re your local experts in retirement services.
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Includes traditional and Safe Harbor 401(k) plans, along with plan administration, compliance testing, and reporting.
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Employer-funded retirement plans where contributions are discretionary. Plan design options that will maximize benefits for principal employees.
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Tax-advantaged retirement plans for government and certain non-profit employees.
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Pension-style retirement plans with guaranteed benefits. Cash Balance plans combine features of defined benefit and defined contribution plans.
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Allows employees to become partial owners of the company through stock allocations.
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Administrative fiduciary responsibilities to reduce your liability and workload.
A Solution-Oriented Approach
How we serve you throughout the year:
Our team works with you throughout the year to ensure that you’ll minimize your tax liability, maximize your retirement savings, stay compliant, and effectively meet your goals.
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![KGA 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 objectives while maintaining a plan compliant with constantly changing regulations.
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![KGA 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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![KGA 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 identifying by our testing and report prep, as we plan for the coming fiscal year.
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![KGA 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.
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
Average Client Tenure
10
Average Design Specialist Tenure
Backed by Strongpoint Partner’s national infrastructure to meet any challenge.