RPCSI is proud to announce the renewal of our CEFEX certification!

Bundled vs unbundled. I am often asked, what is the proper answer for your client and what are the differences? In full disclosure, I have sold both service models over my career. For many years I worked for large insurance companies as a wholesaler, and we often pushed the company line and sold bundled services. From a sales standpoint, bundled initially seemed like a good way to maintain control of the assets, keep home office people employed and have the company look favor

When it comes to business, partnering with the right third party administrator—TPA—can make all the difference in the success of your company's plan operations. Why is this so important?

Choosing a retirement plan administrator is not an easy task; after all, these are the individuals helping you and your employees prepare for their futures.

As 2021 comes to a close we can start looking towards what is in store for 2022. Here at RPCSI, we are preparing for 2022 by looking at what trends are predicted for the retirement industry for the coming year. These trends can help us understand the current market better and meet the needs of our clients. Let’s take a look at some of the 2022 retirement planning trends. Financial Wellness The demand for financial wellness programs is increasing each year and 2022 will be n

When an organization seeks the services of a Retirement Plan Consultant (RPC), they are entering a competitive world of hundreds of firms, each vying for the same business. One of the ways RPCs will seek to differentiate themselves is through obtaining and maintaining licenses and certifications. The gold standard among these credentials is the Seal of Excellence from the Centre for Fiduciary Excellence (CEFEX). But how can your organization benefit from working with a partne