Retirement Plan Consultants LLC

Firm Profile

Retirement Plan Consultants LLC (RPC) is a firm committed to providing quality services and focusing on the success of our clients. We strive to make the retirement plan process as easy as possibly by providing superior recordkeeping and administrative services to our plan sponsors, participants, and financial advisors. Our flexible, open architecture platform allows advisors to create a retirement plan that best fits the company goals, whether it be through a 401(k), 403(b), Cash Balance, or other type of plan. RPC is dedicated to bringing excellence and simplicity to retirement plans across the country.

KEY CONTACTS
Sales: Josh Kegley, 877.800.1114 ext. 2118, joshk@wealthfirm.info

Sales: Alex Baumert, 877.800.1114 ext. 2105, alexb@wealthfirm.info

Service: Sales Desk, 877.800.1114 ext. 2954, sales@retirementplanconsultants.net

WEBSITE
www.retirementplanconsultants.net

PRIMARY MARKET(S) SERVED
Micro < $1 million , Small $1 million-$10 million, Mid $10 million - $100 million # OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 06/30/16
401(k): 630 / 12,170
403(b): 1,121 / 6,195
457: 17 / 260
NQDC: 11 / 65
Defined Benefit (Traditional): 11 / 310
Cash Balance: 28 / 366

ALLOCATION FUNDS AVAILABLE ON PLATFORM
RPC offers a true, open-architecture platform. Any fund available on our custodian partner’s platform is available for the
plan to utilize in their lineup.

PLANS BY CHANNEL
Direct Sold: 0
Advisor Sold: 1,808

PLATFORMS USED
SunGard Relius
Custodian Options: Matrix Trust & TD Ameritrade Trust

ADVISOR SUPPORT/SERVICES
Number of external wholesalers focused on advisers: 4
Number of external wholesalers focused on institutional: 4
Number of internal wholesalers focused on advisers: 2
Number of internal wholesalers focused on institutional: 2

ADVISOR SUPPORT SERVICES OFFERED
Recordkeeper & Third Party Administration Services
ERISA Consulting
Custom Model Portfolio Options
Retirement Plan Sales Training
Legislative Updates
Quarterly Educational Webinars
Links to Financial Planning Software
Benchmarking, Investment, & Cost Analysis
3(38) Partnerships

SERVICES AVAILABLE TO PARTCIPANTS
Retirement Income Calculators
Financial Education Links
Integration to Financial Planning Software
Quarterly Newsletters
Call Center
Smartphone Access to Information & Transactions
Social Media Pages (YouTube Channel, Facebook, & Twitter)

PLAN SPONSOR SERVICES AVAILABLE
Dedicated Implementation & Ongoing Plan Consultant
Audit Assistance
Advanced Profit Sharing Calculations
Plan Design Consulting
Payroll Integration
Legislative Updates
Social Media Pages (YouTube Channel, Facebook, & Twitter)

Key Contacts

Sales: Josh Kegley, 877.800.1114 ext. 2118, joshk@wealthfirm.info

Sales: Alex Baumert, 877.800.1114 ext. 2105, alexb@wealthfirm.info

Service: Sales Desk, 877.800.1114 ext. 2954, sales@retirementplanconsultants.net