For Financial Professionals

A partnership built for advisors who care about their clients’ plans

You don’t want to worry about filings, testing, or compliance. Let DRPS handle the plan mechanics so you can focus on advisory strategy and relationships.

Why Advisors Partner with DRPS

Deep Plan Expertise We know ERISA, compliance, testing — so you don’t have to.

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Transparent Collaboration
You stay in the loop. We don’t cross-sell or push you aside.

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Support That Strengthens Your Relationships
We handle the details so you can focus on advising your clients. Our process keeps you informed, supported, and confident your clients are in good hands.

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Reliable Follow-Through
Deadlines met, communications prompt, no surprises.

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How the Partnership Works

Our goal is to make your role easier — here’s what it looks like when we partner together.

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Intro & Strategy

We’ll get to know your business, your team, and your goals.

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We review the existing plan or help design new features aligned with your client’s needs.

Design or Review

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We work directly with you, your client, and the recordkeeper to ensure a smooth setup or transition.

Setup & Coordination

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Ongoing Maintenance

Annual testing, filings, proactive outreach, and plan enhancements.

Let’s build something great together.

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