Independent TPA Advantage RPG Consultants positions itself as an independent, non-producing TPA and recordkeeper with dual CEFEX certification in administration and recordkeeping, offering a compelling value proposition for advisors seeking conflict-free retirement plan design, which can be a strong differentiator in outreach to independent advisory firms and mid-market employers.

In-House Actuarial Expertise All actuarial work is performed in-house by U.S.-based experts, eliminating outsourcing risk and enabling faster, more reliable complex plan design and compliance support—a key selling point for advisors managing sophisticated or customized retirement programs.

Flexible Plan Designs Capabilities include self-directed accounts, daily or pooled valuations, and support across 401(k), profit sharing, defined benefit, cash balance, non-qualified deferred compensation, and Davis-Bacon Act plans, enabling RPG to target a broad set of employers and plan designs.

Advisor-Focused Onboarding High-touch onboarding, advisor support, fee benchmarking, and the RPGFocus Advisor Portal create an attractive, low-friction experience for advisors seeking a responsive, transparent partner for retirement plan RFPs and ongoing administration.

CEFEX Certification Momentum Recent and ongoing recognition as a CEFEX-certified recordkeeper and TPA (with publications in 2024 and 2025) signals credibility and market differentiation, presenting a compelling narrative for sales outreach to prospective clients and firms evaluating governance and compliance standards.