Objective retirement plan advisory services


Value statement

The Retirement Plan Advisors (RPA) is a team of financial consultants at RBC Wealth Management based in Minneapolis, MN and Seattle, WA. For over 20 years, we have been serving retirement plan sponsors exclusively. We provide:

  • Objective investment consulting, monitoring and reporting services

  • Custom education and communication concepts - all delivered in the best interest of plan participants.

  • Comprehensive investment advice, exceptional service and unbiased, independent perspective to help clients structure retirement plans to fit specific company needs, eliminate conflicts of interest and provide full disclosure in all aspects of our programs.


How "sensitive" is your retirement portfolio?

To fully appreciate your portfolio’s "sensitivity" to all variables that will impact a comfortable retirement, you need to look beyond performance. Inflation, taxes, life expectancy and health care are just a few of the variables that could significantly alter your disposable income during retirement. For a more comprehensive look at retirement income planning, review our Retirement Funding Sensitivity™ white paper or contact us to discuss your retirement plan.


As the Brexit clock ticks down, what now?

As the countdown to Brexit ticks ever louder, what’s going on and how should investors approach this uncertain and volatile environment? Read the full economic outlook in the latest edition of Global Insight.

Request a plan fiduciary review

The Retirement Plan Advisors of RBC Wealth Management will perform a fiducairy review of your retirement plan looking at:

  • Plan Governance
  • Investment Structure
  • Investment Performance
  • Overall Fee Structure
  • Participant Communication and Education Programs

Can your plan be improved? Let us help you find the answer!

  • Objective investment consulting, monitoring and reporting services.
  • Custom education and communication concepts — all delivered in the best interest of plan participants.
  • Comprehensive advice, exceptional service and unbiased, independent perspective to help clients structure retirement plans to fit specific company needs, eliminate conflicts of interest and provide full disclosure in all aspects of our programs.

Contact us today to learn more.