The Retirement Plan Advisory Group ("RPAG") was founded in 2004 and is an exclusive national alliance of plan advisors  with a common goal - to create successful  retirement plan outcomes for millions of hard-working Americans. 

RPAG has roughly $800B in assets under influence serving over 80K plan sponsors and 7M plan participants. They offer a premier practice management platform providing advisors with powerful systems, technology, reporting, and custom investment solutions surrounded by world-class training and support. Some of the core offerings are: 

  • Investment due diligence
  • RFPs and fee benchmarkings
  • Financial wellness
  • Fiduciary compliance
  • Sales and marketing resources
  • Intensive training
  • National branding
  • Exclusive investment solutions
  • Turnkey recordkeeping solutions
  • Employee education
  • Data aggregation
  • Compliance oversight
  • Practice insights
  • Business consulting