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Ready to Get Started?

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Meet with Giovanni
📞239-241-2053
✉️gmalatesta@rmcgp.com
Schedule Now
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Meet with Tom
📞239-510-3151
✉️tbacharach@rmcgp.com
Schedule Now

TPA Services That Work for Your Business

Managing a retirement plan comes with regulatory complexity. We simplify that for you. Through our partner, CJA and Associates, we offer full-service TPA solutions designed to keep your plan compliant, efficient, and tailored to your goals.

Our Services Include:

  • Custom Plan Design & Compliance
  • Plan Document Management
  • Participant Eligibility, Vesting & Contributions
  • Regulatory Filings (Form 5500, PBGC, Form 5558)
  • Compliance Testing
  • Fiduciary Guidance & Oversight
  • Integration with Major Recordkeepers
  • Investment Management & Life Insurance Options (through partners)

Types of Plans We Service:

  • Solo(k) & Solo Pension Plans

  • 401(k) Profit Sharing

  • Cash Balance & Traditional DB Plans

  • 412(e)(3) Plans

  • Combo Plans (401(k)/Cash Balance)

 

Retirement Planning Resources

Blogs, Podcasts, Case Studies and More

DB vs. DC – Understanding the Two Paths to Retirement
  • 18 min
DB vs. DC – Understanding the Two Paths to Retirement
The Legacy Lab
Play
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Generational Shifts in Retirement Planning

Exploring the history, structure, and benefits of retirement plan types, and what drives Baby Boomers, Gen X, Millennials, and Gen Z to prefer one over the

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How SECURE 2.0 Enhances Retirement Plan Security

Key Changes for 2025: Catch-Up Contributions, Automatic Enrollment, and Expanded Eligibility SECURE 2.0: A Game-Changer for Retirement Plans Described as the

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Case Study

ABC Pools and Spas, a small business with a vision for the well-being and financial security of its employees, aimed to enhance its retirement benefits through a profit-sharing 401(k) plan.

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