Employers place high value on performance and trust in a relationship. That’s why we joined Retirement Plan Advisory Group – to offer one of the clearest choices in retirement plan consulting. RPAG is a member of one of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and non-qualified retirement plans.

Benefits to the Employers

  • 360° metrics on investment due diligence, plan compliance, and fee benchmarking service.
  • Shared knowledge, applied analysis.
  • Non-alignment with any single plan provider for broad based and balanced advisory services.

National Impact

  • Over 400 member firms with 900 plus independent advisors united in a get-it-done culture.
  • Extensive presence in 45 states with national brand reach and reputation.
  • As of January 1, 2019, over $450 billion in collective assets under advisement; serving more than 40,000 plans.

Technology Resources

We maintain full plan accountability through advanced systems and processes that are governed by a robust technology platform. When kept closely informed, you are free to concentrate on the needs of workplace populations. Count on these technology benefits:

  • Proprietary Scorecard System™ delivers quantitative and qualitative metrics on the entire universe of 25,000+ funds and dozens of investment platforms.
  • Fiduciary Fitness Program™ for holistic plan compliance to better protect fiduciaries and prepare plan participants.
  • B3 Provider Analysis℠ for unparalleled fee, service and investment benchmarking of over 100 service providers.
  • 24/7 access to detailed plan performance reports through the Fiduciary Briefcase virtual online portal.

Click Here to Learn More about RPAG

Click here for Financial News

Let’s See

what we can do

For You…

Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.

LET’S TALK

Let’s See

what we can do

For You…

Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.

LET’S TALK