Who We Serve

Elite Advisors

Elite Advisors



Service Providers

Service Providers

At RPAG, we’ve built the industry’s leading retirement plan practice management platform designed for elite advisors and institutions to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights and allows them to make data-driven decisions for their retirement plan clients.

Our compelling client deliverables and custom investment and turnkey solutions give RPAG members a unique competitive advantage, all while surrounding them with world-class training and support.

the Numbers


In Assets
Under Influence


Plans Served


Plan Participants

Our Comprehensive Platform

Training and Support

Training & Support

We’re a service company at our core. Our Customer Success Team and ERISA, Investment, Consulting, Sales and Practice Management experts will train you to become RPAG masters through 1-on-1 onboarding, conferences, workshops, webinars and on-demand videos.

Custom Solutions

Custom Solutions

In a highly homogenized and commoditized industry, you need to stand out from the pack. With RPAG’s Custom Solutions you have exclusive access to next-gen investments, target-date funds, financial wellness and marketing solutions that give you an unfair competitive advantage.

Premier Technology

Premier Technology

Retirement Advisors need technology that is efficient and scalable… and ultimately, it needs to generate results. RPAG’s easy-to-use and fully integrated platform allows our members to grow their businesses at unprecedented rates.

Training & Support Spotlight

Customer Success Team

Our Customer Success Team provides intensive onboarding and practice management.

Your dedicated RPAG Customer Success Manager will guide you through our comprehensive Milestones Program(TM), helping you fully leverage the RPAG platform so you can hit the ground running and selling more.