Retirement Plan Solutions
Retirement Plan Solutions is a US nationwide retirement plan consulting firm providing fiduciary support, employee education, plan design, provider benchmarking, and financial wellness services to employers, participants, community banks and credit unions, and trade associations.
- Company typePrivate
- Founded1991
- HeadquartersSan Ramon, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Retirement Plan Solutions does
Retirement Plan Solutions is a US retirement plan consulting firm that operates as a trade name (DBA) of Global Retirement Partners, LLC, an SEC-registered investment advisor founded in 1991 and headquartered at 111 Deerwood Rd., Ste. 355, San Ramon, California. The firm delivers a bundled suite of advisory services — fiduciary support, employee education, plan design assistance, provider analysis and benchmarking, and financial wellness programs (delivered in partnership with SmartDollar) — to plan sponsors (employers), plan participants, financial institutions (community banks and credit unions), and trade/professional associations across the United States. Its offerings target recurring pain points such as fiduciary exposure, fee transparency, low participation and deferral rates, and rising compliance burden, supported by what the firm describes as a "comprehensive retirement planning technology and analytics platform" used for benchmarking and provider analysis.
Retirement Plan Solutions firmographics
Firmographics- Name
- Retirement Plan Solutions
- Legal name
- Global Retirement Partners, LLC
- Website
- https://rps401k.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Retirement Plan Solutions is a US nationwide retirement plan consulting firm providing fiduciary support, employee education, plan design, provider benchmarking, and financial wellness services to employers, participants, community banks and credit unions, and trade associations.
- Ownership category
- akta.pro rank
Retirement Plan Solutions industry classification
Industry- Product category
- Retirement Plan Consulting
- NAICS
- Portfolio Management and Investment Advice (523940), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)
- akta.pro secondary industries
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)
Keywords
Where Retirement Plan Solutions is headquartered
LocationHeadquarters
- HQ city
- San Ramon
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Retirement Plan Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: Investment advisory services offered through Global Retirement Partners, LLC DBA Retirement Plan Solutions, an SEC registered investment advisor. Revenue is generated through consulting fees for retirement plan advisory services including fiduciary support, plan design, employee education, and provider benchmarking.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels2 records
Retirement Plan Solutions product offering
Product offeringCore offering
Retirement Plan Solutions is a retirement plan consulting firm that delivers fiduciary support, employee education, plan design assistance, provider benchmarking, and financial wellness programs to plan sponsors, participants, financial institutions, and associations on a nationwide basis. Investment advisory services are provided through Global Retirement Partners, LLC (DBA Retirement Plan Solutions), an SEC-registered investment advisor. The firm combines unbiased consulting with retirement planning technology and analytics to address sponsor and participant needs.
Product overview
Retirement Plan Solutions is a retirement plan consulting firm offering a suite of services for plan sponsors and participants. The company provides retirement plan consulting rooted in unbiased advice, regulatory understanding, and comprehensive retirement planning technology and analytics. Services are organized around key areas including Fiduciary Support, Employee Education, Enhancing Plan Design, Provider Analysis & Benchmarking, and Financial Wellness & Innovation. The firm operates nationwide serving employers, employees, financial institutions, and associations with a focus on education and achieving results.
Differentiator
Problem solved
Functional benefit
Products and services
- Fiduciary Support
Companies that use Retirement Plan Solutions
Customer profileSegments4 records
Ideal customer profiles3 records
Retirement Plan Solutions technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Retirement Plan Solutions partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- SmartDollarcoreRetirement Plan Solutions partners with SmartDollar to provide Financial Wellness programs. SmartDollar offers educational videos and programs designed to help employees improve financial behavior and outcomes. The partnership allows RPS to offer innovative financial wellness solutions as part of their comprehensive retirement plan services.
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
Retirement Plan Solutions competitors and assessment
Company assessmentBroad incumbents
- Empower Retirement: One of the largest U.S. retirement plan recordkeepers and advisory providers. Overlaps with RPS in 3(38) fiduciary investment management and participant services, but operates as a vertically integrated recordkeeper-advisor rather than an independent RIA.
- Edelman Financial Engines: Large independent RIA offering retirement plan advisory, individual wealth management, and financial planning. Comparable in fiduciary advisory scope but at much greater scale, with stronger consumer brand recognition.
- NFP (National Financial Partners): Insurance and financial services consulting firm with significant retirement plan advisory practice. Comparable in fiduciary and plan-sponsor services but as part of a broader property/casualty, benefits, and wealth management portfolio.
- Fidelity Investments (Workplace Investing): Major retirement plan recordkeeper and provider with a workplace advisory business that competes for the same plan-sponsor clients RPS targets. Comparable at the customer level but vastly larger and vertically integrated.
- OneDigital: Large benefits and retirement advisory platform offering retirement plan consulting alongside health & welfare and HR consulting. Comparable in retirement plan services but operates as a diversified, PE-backed platform rather than a focused RIA.
Direct peers
- CAPTRUST: Large U.S. registered investment advisor specializing exclusively in retirement plan advisory for plan sponsors. Closely comparable to RPS in service offering (fiduciary support, plan design, provider benchmarking, participant education) but operating at significantly greater scale, providing a relevant benchmark for RPS's growth trajectory.
- Sentinel Benefits & Financial Group: Mid-sized retirement plan and benefits advisory firm serving plan sponsors with fiduciary, plan design, and participant services. Closely comparable in scale and service offering to RPS.
- EPIC Retirement Plan Services: Boutique retirement plan consulting firm offering plan design, fiduciary support, and provider benchmarking to mid-market plan sponsors. Highly comparable to RPS in target customer profile and service mix.
- SageView Advisory: National retirement plan consulting firm offering fiduciary advisory, plan design, investment due diligence, and participant services. Directly comparable to RPS across all major service lines and target customer (mid-to-large plan sponsors).
Emerging players
- Retirement Plan Advisory Group (RPAG): Retirement plan advisory platform offering investment due diligence, benchmarking, and practice-management support to retirement plan advisors. Comparable in market focus and benchmarking services, with a platform-model approach that could be either partner or competitor to RPS.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Retirement Plan Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Retirement Plan Solutions leadership team
Management profileNumber of profiles
Retirement Plan Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Retirement Plan Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Retirement Plan Solutions
What does Retirement Plan Solutions do?
Retirement Plan Solutions is a retirement plan consulting firm that delivers fiduciary support, employee education, plan design assistance, provider benchmarking, and financial wellness programs to plan sponsors, participants, financial institutions, and associations on a nationwide basis. Investment advisory services are provided through Global Retirement Partners, LLC (DBA Retirement Plan Solutions), an SEC-registered investment advisor. The firm combines unbiased consulting with retirement planning technology and analytics to address sponsor and participant needs.
Is Retirement Plan Solutions a public or private company?
Retirement Plan Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Retirement Plan Solutions founded?
Retirement Plan Solutions was founded in 1991. It employs 11 to 50 people.
Where is Retirement Plan Solutions based?
Retirement Plan Solutions is headquartered in San Ramon, United States, in the North America region.
How does Retirement Plan Solutions make money?
One revenue line is on record: investment Advisory Services.
Who are Retirement Plan Solutions's main competitors?
Broad incumbents on record are Empower Retirement, Edelman Financial Engines, NFP (National Financial Partners), Fidelity Investments (Workplace Investing) and OneDigital. Direct peers are CAPTRUST, Sentinel Benefits & Financial Group, EPIC Retirement Plan Services and SageView Advisory. Retirement Plan Advisory Group (RPAG) is listed as an emerging player.
Does Retirement Plan Solutions have an API?
No public API is recorded for Retirement Plan Solutions.
What industry is Retirement Plan Solutions in?
Retirement Plan Solutions's product category is Retirement Plan Consulting. Its primary akta.pro industry code is FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 523940 and its SIC code is 6282.