Why Hire an RPAG Advisor?

Objectivity and Attention of an Independent Advisor, Strength and Resources of a National Leader

Plan sponsors place high value on performance and trust in a relationship. That’s why independent advisors join Retirement Plan Advisory Group—to offer with conviction the clearest choice in retirement plan consulting firms. RPAG is a well-established alliance of accomplished advisors whose intelligence and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.

On Benefits to Sponsor

As the nation’s largest provider of retirement plan consulting for practice management, RPAG works alongside your independent advisory team to empower and equip their practice with client research, tools and delivery systems that produce measurable results. With the back office running on high-octane, your advisor can concentrate on developing the individualized strategies and high-touch relationships. For you, it means the welcomed confidence of:

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

On Advisor Performance

RPAG Advisors are the intelligentsia of retirement plan consulting, recognized each year on industry lists that include the Top 300 Most Influential and Top 20 Rising Stars. Here’s why:

  • Strategic and tactical expertise above industry standard
  • Professional energy, efficiency and effectiveness
  • Inspired to listen, understand, interact in a meaningful way
  • Deliver best practices and execute with discipline

On National Impact

  • 295 subscribing firms with 700 independent advisors united in a get-it-done culture
  • Extensive presence in 45 states with national brand reach and reputation
  • $60 billion in collective assets under advisement; 18,000 plans under meticulous care
  • Seasoned management team awarded for excellence

On Technology Resources

Your RPAG Advisor maintains full plan accountability through detailed systems and procedures governed by our robust technology platform. When kept closely informed, you are free to concentrate on the needs of workplace populations. Count on these technology benefits:

  • Fiduciary Fitness Programä for holistic plan compliance; protected fiduciaries and prepared plan participants
  • Proprietary ScorecardSM System to deliver metrics on fund performance, fund managers, and investment mix
  • 24/7 access to Fiduciary Briefcaseä virtual online portal for detailed perspective on plan performance
Retirement Plan Advisory Group