Expert Plan Recordkeeping Services in Green Bay

Discover Reliable Plan Recordkeeping Services to Simplify Your Management

Expert plan recordkeeping services are essential for managing retirement plans accurately and efficiently. We at RP Resources pride ourselves on delivering comprehensive plan recordkeeping services that cater to diverse employer needs throughout Green Bay. Our team ensures precise tracking of participant data, timely processing of contributions, and seamless compliance monitoring. With a focus on clarity and reliability, we simplify administrative tasks and enhance plan performance for our clients. Partner with us to experience tailored support and detailed reporting designed to keep your retirement plans running smoothly. Contact us today to learn how we can assist your organization.
Learn More >

We make it easy for small businesses to help their employees save for retirement.


For more than 30 years, we have been successfully servicing clients nationwide by making strategic and innovative investments in people, technology and processes.

Call to Learn More

Where Can I Find Reliable Plan Recordkeeping Services in Green Bay?

Navigating the complexities of retirement plans can be overwhelming, but our dedicated team is here to simplify the process by providing expert plan recordkeeping services tailored for businesses in the Green Bay area. With our plan recordkeeping services, we ensure your data is securely maintained and compliant with the latest regulations, giving you peace of mind. Our customized approach to plan recordkeeping services helps employers stay organized, streamline operations, and better serve their participants. By choosing us, you benefit from real-time access to accurate reports and support that enhances overall plan efficiency. Trust our plan recordkeeping services to handle the details so you can focus on what matters most: growing your business and supporting your team. Learn more about our plan recordkeeping services today.

Learn More >

Contact Us

Frequently Asked Questions

  • Can you tell me more about RP Resources

    Headquartered in De Pere, Wisconsin, RP Resources is a six-time winner of the U.S. Chamber of Commerce Blue Ribbon Small Business Award, named Best Financial Services Call Center by the American Business Awards.


    We are also proud to be the highest ranked national provider of 401(k) services for small and micro-businesses by 401k Exchange. We are proud to be a retirement services company that is rated A+ by the Better Business Bureau.


    Contact us today with any questions you may have about our plans or retirement services.

  • How much can I contribute to an IRA?

    According to the IRS, 


    The annual contribution limit for 2019, 2020, 2021, and 2022 is $6,000, or $7,000 if you're age 50 or older. 


    The annual contribution limit for 2015, 2016, 2017 and 2018 is $5,500, or $6,500 if you're age 50 or older. Your Roth IRA contributions may also be limited based on your filing status and income.

  • What is a 401(k) plan and how does it work?

    A 401(k) plan is a company-sponsored retirement savings plan that allows employees to put a percentage of their salary into a tax-advantaged investment account.


     Within the 401(k) plan, the employee (or plan member) often selects from a variety of investment options. The plan sponsor—usually the employer—selects these alternatives, which commonly include mutual funds. 401(k) plans have around half of their assets put in mutual funds, which are then invested in stocks, bonds, and short-term investments.

  • How can I contact RP Resources?

    Questions on any of our retirement services ? Please contact us through the website's contact form or at:


    Phone: 920-737-3563

    Email: dkiley@rp-resources.com


    We are experts in finding you the retirement plan that will work best to meet your needs and budget.  We look forward to hearing from you.

Back to Top

Plan Recordkeeping Services  in Green Bay, WI