Fiduciary Expertise RPA is a federally registered investment adviser (RIA) specializing in public sector deferred compensation and defined contribution plans, presenting a strong selling point for fiduciary-grade advisory services to public sector clients.

Partnership Momentum Recent partnerships with Stadion Money Management and EPIC Retirement Plan Services indicate an active expansion strategy and potential cross-sell opportunities with asset managers and retirement service platforms.

Growth and Scale With a workforce of 51-200 and revenue in the tens of millions, there is a solid mid-market footprint open to scalable solutions, consulting engagements, and technology-enabled plan administration improvements.

Technology Stack Utilizes diverse tech like HubSpot, Cloudflare, and analytics/tracking tools, suggesting receptiveness to digital marketing partnerships, client portals, and security-focused technology integrations.

Leadership and Roles New leadership addition in client relations and fiduciary services signals potential for targeted outreach around client experience programs, advisor training, and retention initiatives to strengthen relationships.