RLP Wealth Advisors, Sustaining What Matters™ RLP Wealth Advisors, Sustaining What Matters™

401k’s / Retirement Plans

As an independent co-fiduciary consultant, RLP leads plan sponsor with the complete oversight of their retirement plan.  We view our role as client partner and advocate, and as such we provide our clients with a fiduciary services agreement that clearly delineates our responsibilities, services, and fees.  As an independent consulting firm, we are completely free of conflicts of interest and operate under a policy of full disclosure and transparency at all times.

RLP implements complete fiduciary processes and procedures necessary to ensure companies prudently monitor their plans.  Our clients rely on our experience to create investment policy statements, provide quarterly reviews and monitoring reports, conduct fund replacement searches, oversee employee education and communication strategies, benchmark plan fees and expenses, and lead RFP processes when necessary.  We partner with the plan investment committee to help deliver successful retirement outcomes for plan participants, and mitigate plan risk by following a prudent process.