Retirement Plan Analytics

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

10706 Sikes Pl Ste 125, Charlotte, North...

Phone Number

(980) 999-2118

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Retirement Plan Analytics

Retirement Plan Analytics (RPA) is a seasoned service provider in the retirement industry, dedicated to assisting retirement plan sponsors and advisors in evaluating and managing comprehensive retirement plans. They offer a range of services including consulting, investments, communication strategies, financial planning, and financial wellness programs tailored for both for-profit and not-for-profit organizations. RPA employs an innovative, end-to-end process aimed at optimizing plan goals and enhancing participant outcomes. Their expertise extends across various plan types, including 401(k), 403(b), defined benefit plans, and more.Explore more
Retirement Plan Analytics's Social MediaPopular SearchesRetirement Plan AnalyticsRetirement Plan Analytics LLCPlan AnalyticsRetirement Plan Analytics AllRetirement Plan Analytics KellySIC Code 62,628NAICS Code 52,523Show more

Retirement Plan Analytics Org Chart

PhoneEmail
TT
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Founder & Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retirement Plan Analytics

<$5M
11-50
Private
-
2015
TT
Todd TimmermanFounder & Managing Director
<$5M
11-50
Private
-
2005
Stephanie Stano, President & Retirement Plan Specialist at Western Wealth Benefits
Stephanie StanoPresident & Retirement Plan Specialist
<$5M
1-10
Private
<$5M
2016
BM
Barry MacdonaldFinancial Advisor
<$5M
1-10
Private
-
2015
GT
Giannina ToaxenClient Service Manager
<$5M
1-10
Private
-
2017
AB
Andrea BadzaClient Service Manager
<$5M
1-10
Private
<$5M
2003
Paul Stephens, Managing Director at Insitutional Investment Consulting
Paul StephensManaging Director
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Retirement Plan Analytics is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Retirement Plan Analytics is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Retirement Plan Analytics.

Retirement Plan Analytics Tech Stack

A closer look at the technologies used by Retirement Plan Analytics

Top Finance Companies

Frequently Asked Questions Regarding Retirement Plan Analytics

What is Retirement Plan Analytics's official website?
Retirement Plan Analytics's official website is www.plan-analytics.com
What is Retirement Plan Analytics's Revenue?
Retirement Plan Analytics's revenue is <$5 Million
What is Retirement Plan Analytics's SIC code?
Retirement Plan Analytics's SIC: 62,628
What is Retirement Plan Analytics's NAICS code?
Retirement Plan Analytics's NAICS: 52,523
How many employees does Retirement Plan Analytics have?
Retirement Plan Analytics has 11-50 employees
What industry does Retirement Plan Analytics belong to?
Retirement Plan Analytics is in the industry of: Finance, Securities Trading
What is Retirement Plan Analytics competition?
Retirement Plan Analytics top competitors include: Legacy Retirement Plan Advisors, Black Box Pension Advocates, Insitutional Investment Consulting, Western Wealth Benefits
What technology does Retirement Plan Analytics use?
Some of the popular technologies that Retirement Plan Analytics uses are: Proofpoint, Google Workspace
How do I contact Retirement Plan Analytics?
Retirement Plan Analytics contact info: Phone number: (980) 999-2118 Website: www.plan-analytics.com
What does Retirement Plan Analytics do?

Retirement Plan Analytics (RPA) is a seasoned service provider in the retirement industry, dedicated to assisting retirement plan sponsors and advisors in evaluating and managing comprehensive retirement plans. They offer a range of services including consulting, investments, communication strategies, financial planning, and financial wellness prog... rams tailored for both for-profit and not-for-profit organizations. RPA employs an innovative, end-to-end process aimed at optimizing plan goals and enhancing participant outcomes. Their expertise extends across various plan types, including 401(k), 403(b), defined benefit plans, and more.Read More

What are Retirement Plan Analytics social media links?
Retirement Plan Analytics Linkedin page
Is Retirement Plan Analytics a public company?
Retirement Plan Analytics is private company therefore does not currently have an official ticker symbol
See more information about Retirement Plan Analytics

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