Plan Support Resources
RPAG advisors want to be in front of clients, not computers. That’s why our Plan Support Resources deliver a full-service solution that takes into account every contingency required to serve clients and reach objectives. For instance, consider the benefits:
- Total Plan Design Review and Report Structure Online
- Complete Fiduciary Compliance Process and Documentation
- Employee Education Modules
- Complete Suite of Administrative Forms and Checklists
Heavy-duty at its core, the RPAG platform is also simple and convenient. Valuable information is always at your fingertips via a dedicated advisor portal. Within keystrokes, you’ll lighten your back-office workload.
As one of our advisors, you can guide client benefit committees to adhere to best practices as their best defense against fiduciary liability claims. It builds protection. You build trust.
To be sure you are absolutely pleased with your RPAG affiliation, we’ve added even more tools to cement client relationships.
Our proprietary Fiduciary Briefcase™ is your own private filing system in the virtual world. No one else offers you the ability to invite clients to log onto your advisor portal and view your work on their behalf. When you can’t be in front of them, the benefits you bring will be.
Retirement Plan Advisory Group prides itself on clear and consistent communication. Which is why we’ve made it easy to stay in continuous touch with your clients through our Monthly Plan Sponsor Newsletters and Sample Employee Memos. Use the content to your advantage.
At last, the infrastructure you hoped for is built and finely tuned.