Independent, Boutique RPAS is a small, woman-owned independent retirement plan consulting firm with a fiduciary process focus, representing an opportunity to position their services as a premium, unbiased alternative to providers, and to expand through referrals and targeted outreach to fiduciaries seeking objective provider evaluation.

RFP Facilitation Their core value is saving fiduciaries time by managing the RFP process from start to contract, suggesting a sales angle around workflow optimization, due diligence support, and fee/service negotiation services for plan sponsors and committees.

No Provider Ties RPAS is not affiliated with any service providers and does not receive compensation from participating providers, which can be leveraged to build trust with prospects seeking an independent advisor selection process and transparent cost structures.

Market Positioning Operating in the US retirement plan space with revenue in the 1M–10M range and lean headcount, RPAS presents an opportunity to upsell ancillary services (broad market compliance, fiduciary education, benchmarking) to similar SMB plan sponsors and committees.

Tech and Reach Utilize their tech stack and digital presence to scale outreach to potential clients nationwide; emphasize efficiency gains, digital project management, and secure collaboration as a differentiator in a market dominated by larger vendors.