Retirement Technology Partnership Program

The Retirement Technology Partnership Program

RPAG is excited to introduce an additional benefit to its members

The Retirement Technology Partnership Program connects you with forward-thinking asset managers committed to your growth through innovation, support, and exclusive strategies. This new additional benefit will be an expansion of exclusive, discounted fee classes to CITs. Fill out the form to gain access to the latest information about new exclusive CITs! See important disclosures below

Introducing Our First Partner in a Growing Program

We’re proud to launch the first exclusive share class under the Retirement Technology Partnership Program - available now in a CIT sub-advised by Victory Capital Management, Inc. and trusteed by Great Gray Trust Company. This is just the beginning.

The Retirement Technology Partnership Program delivers on three key pillars:

Collaborative Retirement Innovations
We are only working with forward-thinking asset managers that are committed to developing new solutions and strategies to better serve plan sponsors and participants. Stay ahead of the curve with early access to innovative products and new ways to customize offerings using plan and participant data.

Aligned Support
Partner with experts who understand your business. Benefit from training, consistent messaging, in-person workshops, and the RPAG Advisor Conference, all designed to help you better serve your clients.

Exclusive Strategies
Tap into strategies built specifically for retirement plans, including dedicated share classes only available to RPAG subscribers. Help your clients reduce fees - without compromising on performance or innovation. You may be wondering... Are flexPATH sub-advised CITs still available? Yes, they are; you’ll continue to have full access to flexPATH sub-advised CITs as part of the RPAG platform.

Get Updates About New Exclusive Strategies
financial professional running with a high tech task management solution

Aligned Support

Collaborate with partners who truly understand how your business operates. Through joint wholesaler training, unified messaging, in-person workshops, and the annual RPAG Advisor Conference, you’ll gain valuable tools and collaboration to better serve your clients.

Fund Mapping and Lineup Comparison chart

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.

Your practice growth is fueled by partners who understand retirement

Not an RPAG Member?

Click below to schedule a 1-on-1 Demo of RPAG.

Retirement Plan Advisory Group, LLC (“RPAG”) provides technology, solutions and services for a fee to its customers, who are primarily retirement plan advisors and associated institutions. The services include ratings of various third-party investment vehicles based on RPAG’s proprietary quantitative and qualitative scoring methodology. The investment vehicles do not pay to be evaluated and scored; nor do the companies that provide services to the investment vehicles pay for them to be evaluated and scored, but those companies may have commercial relationships and affiliations with RPAG.

©2025 Retirement Plan Advisory Group, LLC ("RPAG"). All rights reserved. RPAG® and the RPAG logo are the registered service marks of RPAG. You cannot use either service mark without RPAG's express written permission. Other service marks and trademarks are the property of their respective owners. You cannot use any such mark without the express written permission of its owner.

Great Gray Trust Company, LLC (“Great Gray”) serves as trustee and provides administrative services for collective investment trust funds (“Great Gray CITs”) that are scored by RPAG, and flexPATH Strategies, LLC (“flexPATH”) sub-advises some of those Great Gray CITs. Great Gray and RPAG are wholly owned by Great Gray Group, LLC (“Great Gray Group”), which also has an indirect, non-controlling, minority equity investment in flexPATH, but Great Gray Group does not have the power, directly or indirectly, to direct flexPATH’s management or policies. Great Gray and flexPATH have commercial relationships with RPAG that do not involve the evaluation and scoring of Great Gray CITs.

As Trustee, Great Gray maintains ultimate fiduciary authority over the management of and investments made in the Great Gray CITs.  flexPATH Strategies, LLC is a registered investment adviser that has been hired by the Trustee to assist it in managing the Great Gray CITs. The Great Gray CITs are not mutual funds as the Great Gray Funds and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively. 
 
Investments in the Great Gray CITs are not bank deposits or obligations of, and are not insured or guaranteed by, Great Gray Trust Company, LLC, any bank, the FDIC, the Federal Reserve, or any other governmental agency. The Great Gray CITs are commingled investment vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the Great Gray CITs.