Retirement Plans

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Risk-Managed Qualified Plan Solutions
Indiepay Multiple Employer Plan

RPG Consultants, a CEFEX (Center for Fiduciary Excellence) designated firm for excellence in retirement plan record-keeping and administration, has put together a company retirement plan solution for Indiepay clients. Review the information and fill out the contact form below. An RPG consultant will contact you to discuss your options.

Retirement Plan Customized for Your Needs
  • Value-added consulting for tax planning
  • Multiple Employer Plan (MEP) options
  • Advanced profit sharing options
  • Defined benefit and cash balance options
Plan Sponsor Fiduciary Relief
  • We do it: ERISA 3(38) independent investment manager fiduciary services
  • We do it: ERISA 3(16) independent administrative fiduciary services
Investment Options Suited to Your Objectives
  • Open architecture investment options
  • Investment products: Tactical Institutional Money Managers, ETFs, Mutual Funds or Collective Funds
Information Needed to Prepare a Proposal
  • Plan Sponsor: name, address, phone, fax & EIN Number
  • Plan Contact: name, phone, email, & title
  • Narrative of objectives and/or current issues
  • Employee census
  • If a current plan exists, copies of the plan document or adoption agreement, most recent annual report (including discrimination tests) and plan tax return (Form 5500)
Fee, Performance & Services Comparison
  • Comparison to existing plan if desired
  • Most recent quarterly investment summary
  • Current plan provider contracts
Qualified Plan in a Box
MEP Plan Questionnaire-Fact Finder

Company Name*

EIN Number *

Type of Business Entity*(e.g., C-Corp, S-Corp,etc.)


Address* Address Line 2
City
State Zip Code

Contact Information

Client Name*First
Last
TitlePhoneFaxEmail


Other

Shareholders/Owners

Any other Companies owned by the Shareholders/
Owners which also have Employees?YesNo
New or Takeover Plan


I would like information for the following:Please see below for a list of copies of information required.

A fee and performance comparisonA consulting review

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    Client satisfactionwith handling of payroll deposits

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    Client satisfactionwith our delivery of prompt client service

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    Client satisfactionwith our capacity to provide the right information

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    Client satisfactionwith our service pricing

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    Client satisfactionwith the initial contact with our sales team

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    Client satisfactionwith our setup and onboarding process for projects

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