About RPCG

Retirement Planning Consulting Group, LLC is an independent actuarial, administration and consulting firm with offices in Glastonbury, CT and Westborough, MA.

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 additional to consulting services, our compliance services include preparing and certifying Defined Benefit and Cash Balance Valuations, Plan Audits, Plan testing preparation of 5500’s plan documents services and coordination of distribution processing.

The staff of the company includes actuaries, consultants, and pension administrators with experience in all facets of defined contribution and defined benefit plans.  The consulting staff is supported by computerized administrative systems, including state‑of‑the‑art pension administration and document systems and systems designed in‑house for special applications.

Why RPCG is Different

Communication

When you're deciding what type of TPA to work with, it's important to make sure that the TPA has the planning experience to understand your goals for the plan, which involves such factors, but not limited to:

  • - The financial size of your business
  • - The number of employees
  • - The age of the owners and key employees
  • - Who your business wants to benefit with the plan

Having strong communication between the employer and plan administrator is vital in order to make sure that that the right retirement plan is adopted and has been customized to satisfy your business, investment and retirement goals. RPCG provides an ongoing communication channel with all of our clients to ensure we are equipped with real time knowledge and business needs that may impact the plan and its participants.

Experience and services offered

Not all TPA companies have the same experience or offer the same services. RPCG is a full service TPA firm with clients in various industries and sizes. RPCG is experienced and equipped to handle all aspects of retirement plan administration. RPCG handles all compliance functions required by the IRS and Department of Labor (DOL) in addition to, plan customization/design, plan installation, plan documents/amendments, plan enrollment, day to day plan administration, compliance testing, plan distributions, governmental reporting/auditing and actuarial services, if applicable.

Specialization

Working with a TPA company that is solely focused on plan-administration services can be beneficial for many business owners due to the many complex rules involved in the establishment, operation and administration of employer sponsored retirement plans. Using a TPA service from a company that focuses on other primary business services, such as payroll or financial advisory, may cost employers more and may not be the best option for an employer that requires full service plan administration. RPCG solely focuses on third party administration of retirement plans of any size. We pride ourselves on being a local independent small business that builds long lasting, strong relationships with all of our clients and being readily accessible to their employees.

Claire May, President

Claire May
CLAIRE MAY, PRESIDENT
CMay@rpcgllc.com
860-266-2178

Claire May is the President of RPCG, LLC, a retirement planning, consulting and administration company that has two locations, one in Massachusetts and one in Connecticut. They presently service over 500 clients in the New England area.

Claire is an experienced Retirement Plan Specialist with 35 years of experience working in the retirement plan industry designing qualified retirement plans and administering DC/401K and DB/Cash Balance Plans. Claire is skilled in Business Relationship Management, Sales, Management and Qualified Retirement Plan Design. Claire’s drive for excellence, integrity and accuracy is the cornerstone of her successful relationship with her clients.  She believes that her success depends on her offering the best quality service to her clients.

Claire is a member of the American Society of Pension Professionals & Actuaries (ASPPA), Women in Pensions Network (WIPN) and WIRC.

When Claire has spare time, she enjoys genealogical research and tracing her Italian ancestors as well as traveling to Canada and California to visit with her children.