We are an alliance of elite CPA and Advisory Firms from across the country. We serve the advisor's clients by acting as:
- Third Party Administrator (TPA)
- Recordkeeper
- Independent Fiduciary
We are a partner that will bring experience and expertise to help you differentiate yourself in your market place.
Available Platforms
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RPC Advisor Choice Platform Bare
- An Open Architecture Platform (over 20,000 funds available)
- Basic TPA and recordkeeping services
- Basic plan design and marketing support
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RPC Advisor Plus Platform
- Turn Key, Fee Based Platform (two prebuilt investment line ups)
- Full TPA and recordkeeping services
- Complete plan design and full marketing support
- Includes our industry leading Fiduciary Services Program™
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RPC Advisor Choice Plus Platform
- Combines the Open Architecture Platform from Advisor Choice above with the complete
- services of our Advisor Plus Platform above.
Fiduciary Services Program
We separate ourselves from typical recordkeepers and third party administrators by providing fiduciary duties expected in today’s business climate. We have applied fiduciary care to providing models and a core fund lineup for our partner advisors and plan sponsors. We have also applied appropriate industry fiduciary mandates. Other services include:
- Fiduciary Audit File
- 404c Protection
- More...
Our Fund Associates:
Our fund associates include Dimensional Fund Advisors and Vanguard.
Additional Information:
All management advisory fees will be paid through your related Registered Investment Advisor to you as the advisor.
You and your clients have the ability to choose from over 20,000 available funds. Fill out the Enrollment Form using the CUSIP or ticker symbol so your client's account will have the appropriate funds available.
We will assist you in developing a fund list and models based on availability.
Here is a Small Sample of Your Fund Choices:
If you do not see a fund or fund family that you would like to use, please Contact Us and we will see if it is available. We currently have access to over 20,000 mutual funds.