Niche TPA Focus Target retirement plan sponsors seeking cost-effective, accurate third-party administration and daily recordkeeping services, leveraging RPA’s established expertise across the full spectrum of modern retirement plans.

SMB to Mid-Market Position RPA as a scalable TPA for mid-sized plans in the 20 to 50 employee range or similar, highlighting value for smaller teams that require enterprise-level compliance without the overhead of larger providers.

Open Architecture Advantage Leverage the open-architecture valuation and daily recordkeeping capabilities as a differentiator to attract plan sponsors who want flexibility and interoperability with diverse providers and platforms.

Tech Stack Synergy Emphasize modern cloud and security tooling (Google Cloud, Sentry, KnowBe4, Microsoft 365) to reassure prospects about data security, reliability, and scalable infrastructure that supports growing retirement programs.

Growth Signals from Market Position against larger incumbents by highlighting personalized service, specialized retirement compliance expertise, and potential cost-efficiency for plans seeking high-touch TPA support without enterprise-scale pricing.