RPAS: I facilitate the RFP process- advisor, Recordkeeper, TPA or audit - The employee benefits broker and group health insurance advisor in High Point

RPAS: I facilitate the RFP process- advisor, Recordkeeper, TPA or audit

1589 Skeet Club Road Suite 102-125
High Point, NC 27265

Practice Areas

  • Retirement Plans
  • ERISA

RPAS: I facilitate the RFP process- advisor, Recordkeeper, TPA or audit Overview

Founded in 2016, Retirement Plan Advisor Search (RPAS) is an independent consulting firm providing comprehensive request for proposal services for all the moving parts of a retirement plan for plan sponsors across the United States. RPAS provides a documented fiduciary process for plan sponsors and retirement plan committees so they can rest assured they have followed a prudent process in choosing and/or evaluating their retirement plan service provider(s).  

What our clients say about us:

“Veronica Bray guided our college in our search for a retirement advisor for our 3 retirement plans. She advised me, as the college president, on a process for selecting a retirement plan advisor and co-fiduciary. As a result of her work, we hired an outstanding partner and now have a plan structure with more choice and an overall lower cost to our employees. The process she designed was very effective and efficient. We made a selection in a timely way and emerged with a stronger retirement program as a result of her efforts.”

“We recently worked with Veronica to help us evaluate our existing retirement plan advisor as well as send out RFP’s to various other advisors. Veronica provided a “turn key”” approach from start to finish from developing the RFP to organizing and planning the meetings with prospective advisors. She did a fabulous job with the whole process. We are very glad we could work with her and she delivered exactly what we had hoped for. I definitely recommend Veronica if you are looking to evaluate or replace your retirement plan advisor.”

“The retirement plan committee at my non-profit organization had the pleasure of working with Veronica Bray while considering a potential change to our 403(b) plan's investment advisor via an RFP. She provided thoughtful leadership and insight to the process and thoroughly documented the thoughts of the committee as we considered the pros and cons of each provider. In the end we felt very comfortable choosing between 3 capable providers. Veronica was knowledgeable of the industry, offered suggestions for potential providers, identified opportunities for increased compliance and was responsive throughout the process and we are already saving on fees! We definitely feel that Veronica provided a more thorough and efficient process than we could have created on our own.”

“The 401(k) retirement plan committee at my firm had the pleasure of working with Veronica Bray while considering a potential change to the plan's investment advisor via an RFP. She provided thoughtful leadership and insight to the process and thoroughly documented the thoughts of the committee as we considered the pros and cons of each provider. In the end we felt very comfortable choosing between 3 capable providers. Veronica was knowledgeable of the industry, offered suggestions for potential providers, identified opportunities for increased compliance and was responsive throughout the process. We definitely feel that Veronica provided a better process than we could have created on our own.”

“Veronica helped us manage our search for a 401k advisor. She provided thorough and professional materials to assist in our search and handled the legwork. We enjoyed working with her and would recommend that anyone looking for assistance with their 401k utilize her services.”

RPAS Stats:
■Over 30 retirement plan advisory firms screened

■Dozens of organizations served

■For profit and not for profit clients

■401(k), 401(a), 403(b), TDA, DB plans

■$1M in assets-$100+M in assets

■Saved organizations over $400,000 in advisory fees

About The Service

Elevate Benefits, LLC owns and operates SHRM Broker Finder, a software as a service (SaaS) platform. Our platform supports your independent research, vetting and hiring processes. The company facilitates introductions and exchange of information between parties seeking and offering solutions. We are not a licensed financial services entity of any kind and we do not seek to sell or make money from the sale of any employee benefits, financial services or any other regulated products or services. We also do not make specific provider, product or service recommendations. Learn more by visiting our Frequently Asked Questions.

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