HA&W Acquires Retirement Plan Services Company

Staff Report From Metro Atlanta CEO

Thursday, November 10th, 2016

HA&W, the largest Georgia-headquartered tax, accounting and business consulting firm, announced that its affiliate, HA&W Benefit Advisors, LLC, has acquired Retirement Plan Services Company effective Nov. 1, 2016.

RPSC has served the pension and retirement planning needs of small to mid-sized companies in the Atlanta market for over two decades by taking a straightforward approach to employee benefit plan design and administration. Tim Baker, president and CEO of RPSC, will join HA&W Benefit Advisors as director of retirement plan operations. The acquisition of RPSC will provide a broader depth of retirement planning expertise to HA&W’s Benefit Advisors practice.

“We are proud of our more than 20-year history serving the retirement plan needs of the Atlanta business community. We recognized that our next step was to join with a firm that would allow us to continue delivering outstanding client service with an expanded suite of offerings,” said Tim Baker. “HA&W complements RPSC’s client service approach, and we are enthusiastic about continuing the high level of service and expertise that RPSC has always provided its clients.”

HA&W provides a range of retirement planning services, including retirement and benefit plan compliance and administration. HA&W works directly with plan sponsors to design and maintain retirement plans that meet the company’s objectives. In addition, HA&W’s dedicated team of retirement plan specialists provide services including plan benchmarking, employee education and guidance on operational best practices.

“HA&W continues to build and deliver a comprehensive spectrum of services, including business advisory, assurance, tax, wealth management, retirement plan services and outsourcing,” said Richard Kopelman, CEO and managing partner at HA&W. “We continuously look to expand with innovative offerings that provide demonstrable value to clients, which has resulted in the firm being named to Inside Public Accounting’s top 100 firms list for over 20 years. Tim and his team bring the knowledge and expertise to help us better advise our clients and provide tailored advice to help them succeed.”