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Our Advantage

Our People Make the Difference

"My plan administrator is WONDERFUL! She is kind and helpful and always makes time for me. And for me, she is a mathematical genius!!"

Why United Retirement

  • URPC's G3 Promise. When you work with URPC, expect great people, great service and a great price. We are committed to delivering clients and financial intermediaries with optimal solutions that exceed their expectations. 

  • Experience. We are the leading national provider for retirement plan design, consulting, and administration services for small to mid-size employers. With sales and service centers located across the country, URPC delivers local services to its clients backed by the strength of its national resources.

  • URPC Advantage. We are a non-producing TPA—a partner with financial intermediaries on client engagements. URPC does not compete for investment or insurance sales. And, we work on any type of qualified retirement plan, regardless of size, on any insurance or open architecture daily valuation platform, or with any brokerage account platform in a balance forward arrangement. 

  • Expertise. Our primary resource is our people. URPC's national team of credentialed experts (enrolled actuaries, ERISA attorneys, etc.) ensures clients are maximizing retirement savings opportunities and minimizing taxes. Our people present at industry conferences, serve on ASPPA committees and have been published in national trade journals. Plus, we host webinars on relevant industry topics and optimizing plan design. 

  • Scope of Services. Our extensive expertise translates to a wide range of retirement plan designs, annual compliance and administration services for any plan size, and consulting services. URPC services are tailored to meet client needs. Through personal attention and a technical knowledge of the IRS and DOL regulations, we find the best solutions for our clients and their plans.

  • Commitment to Maximizing Value. Consultants work with our clients and advisors to provide retirement plan solutions that maximize value. Whether looking for a complex plan design (e.g. DC/DB combo) or a straightforward approach, we work to design and implement a cost-effective, tax efficient solution that is best suited to meet each client’s objectives.

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