Independent TPA Advantage RPG Consultants positions itself as an independent, non-producing TPA and CEFEX-certified for both administration and recordkeeping, with no revenue sharing. This presents a sales opportunity to financial advisors seeking a conflict-free, compliant partner for custom retirement plan design and administration.

In-House Actuarial Expertise All actuarial work is performed in-house by U.S.-based experts, which can be marketed to prospects concerned about outsourcing risk or reliability. Highlight the value of seamless compliance and faster turnaround for complex plan designs.

Comprehensive Plan Suite RPG offers 401(k), profit sharing, defined benefit, cash balance, non-qualified deferred compensation, and Davis-Bacon Act plans with flexible designs and self-directed or pooled valuation. This enables cross-sell opportunities to existing advisor clients needing multi-plan and custom design capabilities.

Advisor-First Experience High-touch onboarding, advisor support, fee benchmarking, and access to the RPGFocus Advisor Portal indicate a premium service model. Sales teams can pitch enhanced client service levels and transparent cost comparisons as differentiators.

Growth and Recognition Recent confirmations as a CEFEX-Certified Recordkeeper and TPA (both in 2024 and 2025) and mid-market revenue scale ($25M-$50M) signal credibility and stability. Target mid-market sponsors and RIAs seeking vetted, certified administration partners amid market growth.