Expert Plan Recordkeeping Services in West Bend

Experience Unmatched Plan Recordkeeping Services Tailored to Your Needs

Efficient plan recordkeeping services are essential for maintaining compliance and accuracy in managing retirement plans. Our team at RP Resources offers comprehensive solutions designed to streamline the entire process, from data collection to reporting. Serving West Bend, WI, we pride ourselves on delivering personalized support that ensures your plan’s records are organized, up-to-date, and compliant with regulatory standards. Partner with us to experience seamless plan recordkeeping services that reduce administrative burdens and enhance overall plan performance. Contact us today to learn how we can support your retirement plan needs.
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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.

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Where Can I Find Reliable Plan Recordkeeping Services in West Bend?

Efficient management of retirement plans can transform the way businesses operate, and our expertise in plan recordkeeping services makes that possible. We proudly serve companies around West Bend, WI, delivering streamlined plan recordkeeping services that simplify reporting and compliance. By choosing us for your plan recordkeeping services, you gain access to timely updates and accurate data management, ensuring your plans run smoothly. Our commitment to excellence means every detail is handled with care, making your experience with plan recordkeeping services both reliable and hassle-free. Whether you are starting anew or optimizing an existing setup, our plan recordkeeping services provide the support you need to stay organized and focused on growth.

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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.

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Plan Recordkeeping Services  in West Bend, WI