Retirement Plan Solutions

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.

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

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

• Retirement plan consulting
• Fiduciary advisory services
• 401k plan design
• Provider benchmarking
• Financial wellness programs

Headquarters

HQ city

San Ramon

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. 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

Core 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

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• SmartDollarcoreTechnology or IntegrationRetirement 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

Broad 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

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Retirement Plan Solutions