Enterprise Solutions
Whether you're a large broker dealer, boutique BD, or Aggregator RIA, we can enhance your data aggregation, compliance oversight and enable your advisors to grow faster. RPAG can help you accelerate growth through retirement plan consulting, giving your compliance team peace of mind, and helping your home office attract more advisors.
Data Feeds
RPAG’s Plan Asset Link (PAL) system gives advisors scale which can increase profitability by turning the manual entry of plan asset data into a task of the past. Our PAL team works with providers to sync plan assets by fund and to update fund changes and other crucial plan data on a monthly basis.
Fiduciary Briefcase
RPAG’s Fiduciary Briefcase is a secure, cloud-based fiduciary document vault that seamlessly integrates with the RPAG Portal, housing all reports and documents created through the RPAG Portal with just one click. The Fiduciary Briefcase tool provides your clients with 24/7 access to pertinent plan information and readily prepares your plan for audit.
Investment Analysis
Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure
Provider RFPs
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage
Fee Benchmarking
Instant and accurate benchmarking of total plan costs, and advisors fee and service benchmarking
Fiduciary Education
Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities
Target Date Analysis
Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan
Stable Value Analysis
Instant comparison and analysis of 50+ stable value funds in a compelling client deliverable
Business Intelligence
Dynamic dashboards and reports give you actionable insights and data-driven decisions
Rollover Analyzer
Easily compare, benchmark, analyze and track rollover recommendation for participants