Independent and Trusted RPAS is a woman-owned, independent boutique retirement plan consulting firm not affiliated with service providers and not receiving compensation from them. This positions them as a fiduciary, unbiased advisor, presenting an opportunity to upsell governance, RFP management, and fiduciary evaluation services to fiduciaries seeking independent oversight.

RFP Outsourcing Leader The company specializes in streamlining the RFP process from start to contract, saving fiduciaries time and resources. This capability can be leveraged to offer expanded procurement support, benchmarking, and spend optimization services to plan sponsors and committees.

Comprehensive Fiduciary Process RPAS provides a documented fiduciary process to ensure prudent decision-making in selecting retirement plan providers. This creates opportunities to cross-sell governance reviews, plan design optimization, and ongoing compliance support for fiduciaries seeking to strengthen their oversight.

Market Positioning With revenue in the mid-range and a lean team, RPAS sits among small to mid-sized peers focused on fiduciary services. This suggests potential to propose scalable, cost-effective technology offerings, analytics, and vendor oversight platforms suitable for smaller sponsors expanding their programs.

Tech Stack Compatibility RPAS utilizes common cloud and web technologies (AWS, Microsoft 365, GoDaddy, etc.), indicating openness to integrations and digital tooling. This creates opportunities to offer modern client portals, data analytics, reporting dashboards, and security/compliance enhancements that resonate with their tech footprint.