Retirement Plan Partners, Llc

What Retirement Plan Partners, Llc does

Retirement Plan Partners, LLC is a privately held third-party administrator (TPA) headquartered in Wisconsin that provides retirement plan design, administration, compliance, and consulting services for employer-sponsored qualified plans. The firm administers a broad range of plan types — Profit Sharing, 401(k) Profit Sharing, 401(k) Safe Harbor, Paired Defined Contribution plans including Cash Balance and Traditional Defined Benefit, Prevailing Wage (Davis-Bacon) plans, and Multiple Employer Plans (MEPs) — and supports plan sponsors with end-to-end services such as plan setup, employee eligibility and contribution processing, distribution and loan processing, ADP/ACP and Top-Heavy non-discrimination testing, Form 5500 preparation, plan amendments, controlled group determinations, and plan termination work.

The business is service-based rather than technology-based. No proprietary software platform, API, or integration layer is described in the available source material; the website is hosted on Squarespace, and the company has no disclosed mobile app, AI capabilities, or patent portfolio. Revenue is generated through professional services fees billed to plan sponsors, with pricing not publicly disclosed and offered on a proposal basis following a free initial consultation.

Go-to-market is sales-led and dual-channel. The company sells directly to plan sponsors (employers) of varying sizes seeking to establish or maintain qualified retirement plans, and indirectly through an advisor referral channel in which investment advisors engage Retirement Plan Partners as a back-office TPA for their own client engagements. Marketing is limited to an educational blog covering IRS/DOL regulatory updates (SECURE Act, CARES Act, Form 5500 changes, participant count methodology). The firm is founder/management-owned with no institutional investors, no parent company, no subsidiaries, and no disclosed funding history.

Name

Retirement Plan Partners, Llc

Legal name

Retirement Plan Partners LLC

Website

https://rpp-wi.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Retirement Plan Partners is a Wisconsin-based third-party administrator providing retirement plan design, administration, compliance testing, and consulting services to employer plan sponsors and investment advisors across multiple qualified plan types.

Ownership category

akta.pro rank

Product category

Retirement Plan Administration Services

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Compliance, Reporting & Regulatory Administration (ERISA/ACA/No Surprises) (HLAEALAJ)

Keywords

• Retirement plan administration
• Third-party administrator
• 401(k) plan services
• Qualified plan compliance
• Retirement plan consulting

Headquarters

HQ city

Appleton

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

Revenue model

1. Plan Administration Services: Retirement Plan Partners generates revenue through fees for retirement plan administration services, including plan design, setup, ongoing administration, compliance testing, and consulting. The company offers free initial consultations with fees discussed thereafter based on the scope of services required.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels1 record

Core offering

Retirement Plan Partners is a third-party administrator (TPA) that designs, sets up, administers, and provides compliance and consulting services for employer-sponsored qualified retirement plans, including 401(k), Profit Sharing, Safe Harbor, Cash Balance, Defined Benefit, Prevailing Wage, and Multiple Employer Plans. The firm serves plan sponsors directly and supports investment advisors with proposal preparation, plan design consultation, and ongoing legislative compliance assistance.

Product overview

Retirement Plan Partners offers a comprehensive suite of retirement plan administration services centered around multiple qualified plan types and professional support services. The core offerings include Profit Sharing, 401(k) Profit Sharing, 401(k) Safe Harbor, Paired Defined Contribution (Cash Balance and Traditional Defined Benefit), Prevailing Wage, and Multiple Employer Plans. These plan types are supported by four primary service pillars: Custom Plan Design & Set-up, Ongoing Plan Administration, Plan Compliance & Reporting, and Consulting Services. Additionally, the firm provides dedicated support services to investment advisors. The company operates as a service-based Third-Party Administrator (TPA) rather than a software platform, with all services delivered through direct professional consulting relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Custom Plan Design & Set-up Services Guided process for selecting, designing, and implementing qualified retirement plans for employer clients, including plan documents, employee summaries, and compliance materials.
• Ongoing Plan Administration Services Continuous administration support for employer-sponsored plans including employee eligibility processing, contribution management, distribution/loan processing, and IRS/DOL compliance maintenance.
• Plan Compliance & Reporting Services Non-discrimination testing (ADP/ACP, Top-Heavy, Coverage), Form 5500 preparation, and regulatory filing services for qualified retirement plans.
• Consulting Services Plan design review, late contribution determination, defect reviews, controlled group determinations, and plan termination services for plan sponsors.
• Services to Investment Advisors Proposal preparation, plan design consultation, implementation support, and legislative update communications provided to financial advisors serving retirement plan clients.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Ascensus: Largest independent retirement TPA in the U.S., offering recordkeeping, administration, and compliance services across 401(k), MEP/PEP, and IRA markets. Comparable as a direct retirement TPA but at substantially greater scale and breadth than Retirement Plan Partners.
• Paychex Retirement Services: Offers 401(k) and retirement plan administration primarily to small and mid-market businesses, often bundled with payroll and HR services. Comparable buyer profile and plan type focus to Retirement Plan Partners.
• Empower Retirement: Major recordkeeper and retirement plan administrator serving workplace retirement plans across all plan types. Competes for the same plan-sponsor buyer but with bundled investment, recordkeeping, and administration services.
• ADP Retirement Services: Provides 401(k) plan administration and recordkeeping to small and mid-market employers, often bundled with ADP's payroll services. Directly competes with RPP in the mid-market employer segment.
• Nationwide Retirement Solutions: Retirement plan administrator for governmental and corporate plan sponsors with strong mid-market presence. Comparable to RPP's mid-market employer-sponsor target.
• Fidelity Workplace Retirement: Provides retirement plan recordkeeping, administration, and investment services to employers of all sizes. Overlaps with RPP in mid-market 401(k) and defined contribution administration.

Direct peers

• Prime Pensions: Boutique retirement TPA serving small and mid-market plan sponsors with focus on compliance and personalized service. Direct competitor profile similar in size and offerings to Retirement Plan Partners.
• Benetrends Financial Group: Independent retirement plan administration firm focused on small and mid-market employers, particularly MEPs and franchise/PEO-style arrangements. Comparable specialization to RPP's MEP and PEO plan practice.
• ERISA Benefits Group: Independent retirement plan administration and consulting firm for mid-sized employers, with particular strength in plan design and compliance testing. Comparable service model and target market to Retirement Plan Partners.
• Century Pension Group: Independent, mid-sized retirement TPA focused on small and mid-market plan sponsors with personalized service. Closely comparable to RPP in size, specialization, and target client.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 Partners, Llc