About RPCG

About Retirement Planning Group

Retirement Planning Consulting Group, LLC is a Third Party Administrator (TPA) for retirement plans including 401(k), Profit Sharing, traditional Defined Benefit and Cash Balance programs.

Our services include designing programs that will maximize our clients’ tax deduction, while at the same time offering an attractive benefit program for their staff. As a full service TPA, in addition to consulting services, our compliance services include preparing and certifying Defined Benefit and Cash Balance Valuations, Plan Audits, Plan Testing (top heavy, ADP/ACP, coverage and general), Preparation of 5500’s, plan document drafting services and coordination of distribution processing.

Solutions

Compliance Services

Compliance Services

These include preparing and certifying Defined Benefit and Cash Balance Valuations, Plan Audits, Top Heavy, ADP/ACP, Coverage and General Testing, Preparation of 5500s, plan document drafting services and coordination of distribution processing.

Contact us to learn more

Third Party Administrator

Third Party Administrator

We are a Third Party Administrator (TPA) for retirement plans including 401(k), Profit Sharing, traditional Defined Benefit and Cash Balance programs.

Contact us to learn more

Plan Designing Programs

Plan Designing Programs

These programs will maximize our clients’ tax deduction, while at the same time offering an attractive benefit program for their staff.

Contact us to learn more

Leadership

Stuart Schoenly

Stuart Schoenly

Stuart Schoenly is a Partner in Retirement Services for Retirement Planning Consulting Group, LLC (RPCG). Mr. Schoenly is a Fellow of the Society of Actuaries (FSA) and an  Enrolled Actuary (EA) and assists employees and businesses with retirement plans including cash balance/defined benefit, 401(k) and profit sharing programs.

Mr. Schoenly has been a partner in RPCG since 2000. He brings to the firm more than 45 years of experience in actuarial consulting and retirement planning. Prior to joining RPG, he was President of Stuart G. Schoenly & Associates, Inc. and was an actuary with The Wyatt Company.

Mr. Schoenly holds a bachelor’s of science degree in actuarial science from Lebanon Valley College and has done post-graduate work in Actuarial Science at Northeastern University graduate program in Actuarial Science. He is also a Member Society of Pension Actuaries (MSPA) and Fellow of the Conference of Consulting Actuaries (FCA).

Get in touch with Stu

Affiliates

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ROSEN & ASSOCIATES, LLP

Rosen & Associates, LLP has worked within the dental community for more than 50 years providing accounting, tax and business advisory services leading to the financial success of our clients.

Over 700 dental professionals rely on our competent, efficient and forward-thinking personnel to provide them with simplified record keeping systems, timely financial reporting, and comprehensive tax planning and preparation, as well as personal and retirement financial planning focused on the dental profession. Our specialists maintain the highest level of reliability and integrity, which is backed by our knowledge, standards, and ability.

For more information please visit www.rosencpagroup.com or call (508) 926-2400.

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CCR WEALTH MANAGEMENT, LLC

CCR Wealth Management works closely with business owners to offer guidance and solutions in managing both their professional and personal finances. With today’s rising costs and demanding regulatory requirements, it is important to work with professionals who can review your full financial picture and develop plans and solutions that meet the needs of both you and your employees now and into the future. As your one point of contact, we help you prioritize your goals; develop plans to meet them; evaluate and implement solutions, including cost-effective benefits plans; and coordinate with other professionals to help ensure you and your business’ financial objectives are being met.

For more information please visit www.ccrwealth.com or call (508) 475-3880.

Securities and Advisory Services offered through Cetera Advisors LLC, broker dealer member FINRA, SIPC, and Registered Investment Advisor registered with the SEC. Cetera Advisors LLC and CCR Wealth Management LLC are not affiliated companies. CCR Wealth Management 1400 Computer Drive, Suite 245 Westborough, MA 01581

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MORR DENTAL SOLUTIONS

MORR Dental Solutions, LLC is focused on practice transitions and valuation services in the dental industry for individuals, partnerships and dental groups of all sizes. Our seasoned team has years of experience advising dentists, valuing practices, structuring buy-ins/buy-outs, buyers’ representation, and negotiating contracts between parties.

MORR Dental Solutions is your trusted partner in all areas of practice transitions.

For more information, please contact Maria Melone at (508) 475-3830 or mmelone@morrds.com or visit www.morrds.com

Contact Us

WESTBOROUGH

1800 West Park Drive, Suite 150

Westborough, MA 01581

phone: 508-475-3864

fax: 508-616-4431

ascwartz@rpgllp.com

GLASTONBURY

628 Hebron Avenue, Suite 308

Glastonbury, CT 06033

phone: 860-266-2265

fax: 860-633-6082

ascwartz@rpgllp.com

© Copyright 2018 Retirement Planning Consulting Group