Trusted Advisor Sensenig Guides Architecture Firm to Better-Fitting 401(k) Plan

Helping RLPS Architects Get More With a Personalized 401(k) Plan.

Sensenig Capital helped RLPS Architects, a Pennsylvania architectural firm, move to a 401(k) that suits their business—one with strong performance, high-touch service, and personalized guidance. Now, they count on Sensenig as their trusted advisor, getting guidance informed by our deep experience, regular reviews, and proactive recommendations to keep their plan working for their team.

Client
RLPS Architects

Number of Employees
112

What We Provided
– Workplace 401(k) Plan Guidance
– Ongoing Performance Analysis
– Annual Reviews
– Employee Education

Challenge

The Challenges Holding RLPS Back

When we first met RLPS Architects, they were struggling to manage their own 401(k). Their plan was limited, the service was lacking, and managing it themselves was overwhelming. Without the support of a full-service financial advisor, they were missing out on key benefits:

– Investment Guidance – RLPS was missing an expert’s voice to help them choose the funds tailored to their specific goals.
– Fee & Service Comparisons – They were leaving money on the table, lacking a financial professional’s guidance on how to keep more money in the plan.
– Employee Education – Their employees were left to their own devices, with no support in helping them make financial decisions.

They needed a partner to help them find a solution that worked for their business, not anyone else’s; they were frustrated with their lack of service, flexibility, and personalized guidance. So, they turned to Sensenig for help.

Solution

How We Helped RLPS Achieve More

When we saw an opportunity to help, we reached out. Our team offered RLPS a free Benchmarking Audit to compare their current 401(k) plan against other options, and the rest is history.

The process was simple: We met with the firm to understand their frustrations, gathered key data, and delivered a clear report showing potential ways to increase value to the plan. Using our deep experience in the architectural & construction industry, we developed a custom solution that gave RLPS the level of service and outcomes they knew they deserved—complete with a selection of plan investment options tailored to their specific needs.

And, when it came time to transition, Sensenig handled the move with clear communication and hands-on support, allowing RLPS to get its updated plan implemented in just a matter of weeks.

Impact

The Impact of Personalized Financial Advising

Thanks to the addition of a full-service financial advisor through Sensenig, RLPS Architects were able to add value to their 401(k) plan. Now, they enjoy:

01 / Major Tech Upgrades

that give participants the flexibility to change deferral amounts and beneficiaries easily.

02 / Online Financial Planning Tools

to help participants gain more control over their retirement planning.

03 / On-Site Employee Education Sessions

to help employees in their financial decision making through ongoing access to financial planning experts.

04 / A Comprehensive Financial Partner

to help employees in their financial decision making through ongoing access to financial planning experts.

05 / More Diversified Investment Options

that give RLPS the freedom and flexibility to adjust their strategy to support their goals.

RLPS Architects couldn’t be happier with the new 401(k) we helped them select.

Employees are actively engaging in Sensenig’s education sessions, asking questions, and receiving guidance on their financial decisions year-round. With expert guidance and hands-on support, RLPS has gained more value from their investments, without stretching their budget. For them, Sensenig has become more than just a provider;
we’re a trusted financial partner.