Recordkeeping is the important act of managing all necessary documents for your retirement plan.

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

Section 603 of SECURE Act 2.0 has brought new catch-up requirements administrators need to be aware of.

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.