Plan Analytics

10706 Sikes Pl Ste 125
Charlotte, NC 28277

Retirement Plan Analytics (RPA) is a seasoned service provider in the retirement industry, dedicated to assisting plan sponsors and advisors in evaluating and managing comprehensive retirement plans. With a focus on optimizing plan goals and participant outcomes, RPA employs an innovative end-to-end process tailored to meet the diverse needs of both for-profit and not-for-profit organizations.

In addition to consulting on various plan types, including 401(k), 403(b), and defined benefit plans, RPA offers services in fiduciary governance, financial wellness, and comprehensive financial planning for individuals. Their proprietary Retirement Plan Analytics Diagnostics System empowers employers to make informed decisions that enhance the effectiveness of their retirement offerings.

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