Retirement Plan Advisor Search, LLC

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Retirement Plan Advisor Search, LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Retirement Plan Advisor Search, LLC, 1589 Skeet Club Road, Suite 102/125, High Point, NC.

The Department of Labor expects retirement plan fiduciaries to perform a review of fees & services of their 401k/403b retirement plan advisor, recordkeeper & administrator every 3-5 years,we help you undergo a documented process with this due diligence. If you have not benchmarked your current 401k or 403b retirement plan service providers' fees & services in a few years, or you don't have an advisor & need one for your company's 401k or 403b, or if you just need a little help navigating your fiduciary responsibility minefield, Retirement Plan Advisor Search (RPAS) can help!

Headed to sunny California to network with our retirement plan service provider friends and moderate this panel on helpi...
09/29/2026

Headed to sunny California to network with our retirement plan service provider friends and moderate this panel on helping advisors win more retirement plans. Hope to see you there! Veronica McPherson Bray

What do plan sponsors actually want from their advisors today? Join us at the 5th Annual Retirement Plan Advisor Summit West on September 29-30th in Santa Monica, CA for one of the most anticipated discussions: a candid conversation with plan sponsors on what they're looking for from their advisory....

We are thrilled and honored to be a part of this informative webinar with @401(K) Specialist Magazine and John Hancock ...
09/16/2026

We are thrilled and honored to be a part of this informative webinar with @401(K) Specialist Magazine and John Hancock geared for retirement plan advisors and winning business! Veronica McPherson Bray

Making the finalist round is an accomplishment. Winning the business is another matter.

As we enter "retirement plan recordkeeper conversion season," we wanted to share the top 3 pitfalls to avoid. If you're ...
07/07/2026

As we enter "retirement plan recordkeeper conversion season," we wanted to share the top 3 pitfalls to avoid. If you're converting your organization's retirement plan to a new recordkeeper and need a project manager, contact us! Veronica McPherson Bray

We will be closed on Monday, May 25, 2026, to honor Memorial Day. We express our deepest gratitude to all those who sacr...
05/24/2026

We will be closed on Monday, May 25, 2026, to honor Memorial Day. We express our deepest gratitude to all those who sacrificed their lives for our freedom. Veronica McPherson Bray

03/04/2026
03/03/2026

It’s hard to believe an idea became a lucrative business and it has been 10 years! We are incredibly grateful for our clients, partners, and family for their support! 🙏🏻Cheers to 10 more years!🥂Veronica McPherson Bray

We are excited about a couple of days in Chicago, assisting an incredible client in selecting their retirement plan 3(38...
02/24/2026

We are excited about a couple of days in Chicago, assisting an incredible client in selecting their retirement plan 3(38) Investment Advisor and Recordkeeper! We have two days of presentations from the 3(38) Investment Advisor and Recordkeeper finalists. Veronica McPherson Bray

12/16/2025

Wishing you a warm holiday season and a blessed 2026! Veronica McPherson Bray

Happy Thanksgiving! May your Thanksgiving be filled with warmth, good food, and even better company. We are grateful for...
11/26/2025

Happy Thanksgiving! May your Thanksgiving be filled with warmth, good food, and even better company. We are grateful for our clients and partners!🙏🏻Veronica McPherson Bray

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1589 Skeet Club Road, Suite 102/125
High Point, NC
27265

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