Retirement Solutions Advisors

At Retirement Solutions Advisors (RSA), we're dedicated to helping our clients establish 'right fit' retirement plan benefits for their employees. We understand that the 'right fit' needs careful consideration. Our deep knowledge of the legal and regulatory landscape ensures that our clients' plan designs and operations meet all necessary requirements. We leverage this expertise to provide innovative ideas and strategies for maximizing plan contributions and asset accumulation. Our mission from the very beginning has been to empower employers to build retirement plans that truly suit their unique needs and those of their workforce.

We pride ourselves on a client-centric approach. Each client is assigned a dedicated service team focused on understanding their specific needs and expectations. This allows us to tailor our service approach to ensure complete satisfaction. Our team brings many years of experience in designing, implementing, and servicing retirement plans for a diverse range of organizations, from sole proprietors to large publicly owned companies. Technology is a cornerstone of our service. RSA has invested in a robust technology platform to serve our clients at the highest level, ensuring maximum security and privacy for their personal and financial information. This state-of-the-art technology is crucial for providing clients with all plan data via secure electronic email and data exchanges. We saw an opportunity to bring extensive experience to the often underserved market of entrepreneurial organizations and small businesses, aiming to deliver value and service that was often missing when smaller firms worked with larger providers. We wanted to be the kind of service provider where our clients could always easily connect with someone on their account team, cutting through confusion and administrative burdens to deliver the full value they sought when starting their retirement plan.