Walt Eife - Retirement Plan Specialist

RP(k) Partnering with Fortune Financial Planning

RP(k) is a boutique 401(k) consulting firm that combines the expertise of a large consultant with personalized, local service. Powered by advanced technology and systems, we seek to deliver optimized retirement outcomes for plan sponsors and participants. Our experienced team helps ensure compliance with regulations while providing plan management support, making retirement planning easy for businesses of all sizes. From setup to ongoing maintenance, we help handle every detail, offering a seamless, hassle-free experience. At RP(k), our commitment to excellence ensures exceptional service tailored to your unique needs.

RP(k) Service Model Overview

Plan Design

Plan design feature assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes

Fee Benchmarking

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage

Investment Analysis

Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure

TDF Consulting

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan

Fiduciary Support

Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities

Employee Engagement

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness

Retirement Plan Advisory Group [RPAG]

As a proud member of RPAG (Retirement Plan Advisory Group), RP(k) leverages one of the nation's largest and most respected networks of retirement plan experts. RPAG provides us with cutting-edge technology, comprehensive resources, and fiduciary tools that enhance our ability to deliver exceptional service to our clients. Through RPAG, we access powerful analytics, investment due diligence, and benchmarking tools that help optimize plan performance and ensure compliance with industry regulations. This partnership enables us to offer sophisticated retirement plan solutions tailored to the unique needs of each client, ensuring a seamless and effective approach to retirement plan management.

RPAG, Retirement Plan (K)onsultant, LLC, Fortune Financial Planning and LPL Financial are separate entities.

Size & Scale

RPAG’s size and scale provides its members with resources to apply their deep knowledge, creative thinking and industry experience to help deliver our clients a tailored solution.

Depth & Breadth

As a member of RPAG, we are backed by an extensive team of retirement plan experts. We leverage the RPAG platform to work closely with our clients, becoming strategic partners in the trenches, thinking about their business as much as they do.

RP(k) Founder & Owner

Walter Eife, AIF®, QPFC®

Financial Advisor

(856) 495-4412

Walt.Eife@LPL.com

With over 25 years of experience, Walt has established himself as a distinguished investment advisor, primarily focusing on retirement planning. His journey began at Legg Mason in 1996, later advancing to Regional Vice President at Commerce Capital Markets, overseeing $1.2 billion in assets and 25 advisors across multiple regions.

In 2006, Walt founded Waypoint Financial Partners LLC, an ING Financial Partners affiliate, emphasizing corporate and individual retirement plans. His venture into McLaughlin Asset Management in 2011 marked a significant expansion of his expertise in 401(k) plans.

Walt's latest endeavor, Retirement Plan (k)onsultant (RPk), launched in 2020, reflects his commitment to providing high-quality, cost-effective 401(k) solutions. RPk stands out for its exclusive focus on 401(k) plans, ensuring specialized, simple, and supportive retirement plan management for businesses. As your dedicated Chief Retirement Officer, RPk promises integrity, transparency, and customized services tailored to your company's unique needs.

*Use of the AIF designation does not imply that LPL Financial or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA Plans.

*Use of the QPFC designation does not imply that LPL Financial or its Investment Advisor Representatives may act in a fiduciary capacity for ERISA plans.