Retirement Solutions Advisors

Retirement Solutions Advisors (RSA) designs, architects and administers retirement plans for entrepreneurial businesses. The firm's work is to uncover unrealised potential in existing plans so that owners can shelter profit, reduce taxes and build wealth while remaining fully compliant with IRS and DOL guidelines. It serves medical and healthcare practices, law firms, technology companies, nonprofit organisations and privately held businesses.

The firm offers three lines of work: custom retirement plan architecture and design, engineered to deliver maximum benefit to business owners and key employees; ongoing plan administration and management, including a dedicated account team reachable by phone; and an analysis of existing plans intended to identify unrealised potential. RSA states that its plans carry 100% compliance with IRS and DOL guidelines.

RSA was founded by Steve Johnson, previously Managing Director of the Pension Group at American Express Tax and Business Services. The firm operates on the principle that value and service should eclipse scale: it describes itself as a boutique practice, with an emphasis on reducing administrative burden and confusion for clients and on direct access to the account team. Its stated mission is to help clients attract talent, retain key employees and achieve financial freedom.