Broker Check


We can help!

As an independent investment consultant, we are intensely focused on helping you manage your 401(k) or 403(b) fiduciary obligations while engaging and educating participants on how to effectively prepare for retirement.

Armed with a long history of focusing on retirees and those planning to retire, RCA can utilize this wealth of knowledge when providing comprehensive company retirement plan solutions.  Serving as an investment fiduciary, our qualified team of advisors and investment professionals advise you on delivering a plan that will achieve company and employee goals.

Constant legal and regulatory changes, combined with shrinking Human Resource departments, market volatility, and low savings rates, make administering a comprehensive company retirement plan more challenging than ever.  Let RCA assist you with this task and allow you to provide retirement plans that your employees can view as a valuable benefit.

Our Primary Purpose

Retirement Plan Services

  • Fiduciary investment advisor

  • Plan benchmarking and fee analysis

  • Participant communication and education

  • Plan design, set-up and maintenance

  • Participant enrollment

  • Investment consulting

  • Plan performance evaluation

  • Trustee services

Our Primary Purpose

Participant Engagement

  • Auto-enrollment

  • Qualified default investment accounts

  • Education delivered by experts in investments, finance, and lifestyle

  • Access to CERTIFIED FINANCIAL PLANNERTM professionals

  • Online and mobile tools and resources

Our Primary Purpose

Professionally Managed Portfolios

  • Investments evaluated on a daily basis

  • Disciplined portfolio construction

  • Target date funds

  • Actively managed bond and stock mutual funds

  • Exchange-traded funds (ETFs)

  • Alternative investments

Have a Question?

Thank you!