Who We Serve
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.
Our Comprehensive Platform
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.
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.
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.