Growth and Scale Revenue range ($50M-$100M) and a mid-sized workforce (51-200 employees) indicate RPA is well-positioned for expanding defined contribution and public sector deferred compensation services, presenting opportunities to upsell asset management, plan analytics, and participant-level offerings.

Strategic Partnerships Past and ongoing partnerships with Stadion Money, EPIC Retirement Plan Services, and Cambridge Investment Research suggest openness to collaborative platforms and outsourced asset solutions; explore co-marketing, integrated advisory services, and joint product offerings.

Leadership Focus Recent appointment of Caitlin Cunningham as chief communications officer signals emphasis on communications, branding, and client engagement; leverage for PR-driven campaigns, client education programs, and sector-specific thought leadership to attract new public sector clients.

Technology Backbone Tech stack including HubSpot, Salesforce, WordPress, Google Cloud, and others indicates strong digital infrastructure for marketing automation, CRM-driven sales outreach, and scalable client servicing; propose targeted digital onboarding and analytics-enabled advisory services.

Public Sector Expertise Specialization in public sector deferred compensation and fiduciary advisory services positions RPA as a trusted partner for government-related plans; identify procurement cycles, RFP opportunities, and regulatory alignment needs to tailor go-to-market messaging and solutions.