RPAG | The Ultimate Competitive Advantage
Grow Your Business Faster
Retirement plan advisors are tasked with the crucial role of guiding America’s workforce to a comfortable and successful retirement. Employers place high value on performance and trust in the relationship with their 401k advisors. That’s why your firm should join RPAG to offer with conviction one of the clearest choices in retirement plan consulting firms. As a member the nation’s leading alliances of accomplished advisors, your firm will be able to provide knowledge, expertise and ingenuity to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.
As the nation’s largest providers of practice management resources for retirement plan consultants, RPAG works alongside your firm to help empower and equip their practice with research, technology and delivery systems that produce measurable results. For you, it can mean the welcomed confidence of:
- 360° metrics on investment due diligence, plan compliance, and fee benchmarking
- Shared knowledge and applied analysis
- Non-alignment with any single plan provider for impartial, objective, and balanced advisory services
As a member of RPAG, you’ll also be backed by an extensive team of retirement plan experts. Whether it’s our team of CFA charterholders, our in-house team of former ERISA practicing attorneys, or our advisor support team, RPAG members can tackle any problem. RPAG advisors have access to RPAG’s Advisor Portal , to maintain full plan accountability through RPAG’s advanced systems and processes.
If you’re a retirement plan advisor looking to grow your practice, it’s time to start looking for a partner that will provide the objectivity and attention of an independent advisor, with the strength and resources of a national leader.
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Premier Technology
RPAG Advisor Portal
RPAG doesn’t “dabble” in technology for retirement practices. We designed, built, tested and retested every single one of those systems, which scale to your unique business needs and goals. So when you call for help, you don’t get a robo-assistant. You get an actual person who can teach you something new about the technology you’re going to use every day of your life.
Data Feeds
RPAG’s Plan Asset Link (PAL) system gives advisors scale and profitability by taking the task of plan asset data entry a thing of the past. PAL syncs plan assets by fund, fund changes and other crucial plan data on a monthly basis.
Custom Solutions
It’s becoming ever more difficult for plan sponsors to differentiate the quality, experience and expertise of retirement plan advisors. Advisors are looking for unique differentiators that help them get in front of more prospects, easily show whey they are different and offer solutions that their competitors cannot deliver on. Well, look no further that RPAG Custom Solutions Suite.
Enterprise Solutions
Whether you're a large broker dealer, boutique BD, or Aggregator RIA, we can enhance your data aggregation, compliance oversight, and enable your advisors to grow faster. RPAG can help you accelerate growth through retirement plan consulting, giving your compliance team peace of mind, and helping your home office attract more advisors.
Looking for more information?
Contact the RPAG Support Team, support@rpag.com, to learn more about RPAG, get help with our Platform, or anything else!
Not an RPAG Member?
Click below to schedule a 1-on-1 Demo of RPAG.