Advocate Financial Life & Health Brokerage, 9604 Coldwater Rd, Ste 205, Fort Wayne, IN 46825, US

SpecialtiesWe are dedicated to making offering a 401(k) plan to your Employees an easy process. The Benefits of Partnering with RPCSI are as follows: State of the art plan design support Determine proper plan type Maximize tax deductions Minimize costly mistakes of poor plan design Compliance and Technical Expertise Merger & Acquisition Activity Controlled Group Issues & Compliance Assistance with a DOL and/or IRS audits Legislative changes Dedicated Partners Industry Credentialed Consultants Specialized and Experienced Professionals Consistent/Long Term Team Highly Dedicated Industry Experts Checks and Balances Independent review of client census data Independent analysis of client vs.vendor data Independent services regardless of investment platform Enhance Client Service and Satisfaction Verify Accuracy Personalized Service Focus on core competencies Trust Cost Competitive Full disclosure of fees Gross to Net pricing using TPA Revenue as offset to billable costs Competitive fees for level of services provided Local Service Available for Sales Meetings Available for Client Meetings Invested in the Partnership Active in the Community Expand Your Business Sales assistance Help close opportunities Participate in Finals Presentations Provide illustrations Technical Resource Help with client retention

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