Retirement Plan Analytics

About Retirement Plan Analytics

<p>Built around its Retirement Plan Analytics Diagnostics System&trade;, this Charlotte-based firm reviews plan design and operations with a data-first approach for employers across the greater Charlotte region and beyond.</p> <p>Retirement Plan Analytics works with plan sponsors and advisors on plan consulting for 401(k), 403(b), defined benefit, ESOP, and nonqualified plans. The firm also provides investment services, participant communications, financial planning, and financial wellness program support tied to plan goals and participant outcomes.</p> <p>RPA is affiliated with LPL Financial and Global Retirement Partners, LLC, and offers fiduciary guidance through its team of experienced professionals. What sets the firm apart is its branded diagnostics system, which it uses to structure plan reviews and track findings over time.</p> <ul> <li>Plan consulting for 401(k), 403(b), defined benefit, ESOP, and nonqualified plans</li> <li>Investment services and fiduciary support</li> <li>Participant communication strategy and education</li> <li>Financial planning and financial wellness programs</li> </ul>

Website: https://plan-analytics.com/