At RPAG, we pride ourselves in our data aggregation services for both individual advisors and institutions.

Whether it’s an advisor with 10 plans or a broker dealer with 50,000, we seek to provide timely, accurate and compelling data. As a market leader and massive distribution channel for recordkeepers, we can leverage our position to work with providers and receive monthly data feeds.

Data Feeds Unique Differentiators

RPAG’s Plan Asset Link (PAL) system gives advisors scale and profitability by making plan asset data entry a thing of the past. PAL automatically syncs and organizes plan assets, fund changes, and other crucial plan data on a monthly basis.

What really makes RPAG’s PAL unique is our inclusion of both closed funds and those with a “zero” account balance. It also offers revenue sharing and an intuitive syncing process to further amplify its distinctive qualities. RPAG’s PAL is an easy-to-use system that places updated, accurate, and verified data in the hands of advisors, their teams, and your home office.

PAL Providers

Below is a list of providers that are participating in PAL. Different providers have different capabilities regarding the timing of the feeds and the types of data that are sent through PAL.

Provider Feed Type
ADP Monthly
Alerus Monthly
Alliance Benefit Group Monthly
American Funds Monthly
Ameritas Monthly
AMI Benefit Monthly
Ascensus Monthly
BCG Monthly
Billings & Company Monthly
BlueStar Retirement Monthly
CDM Retirement Monthly
Charles Schwab Monthly
Correll & Company Monthly
CUNA Mutual Monthly
Employee Fiduciary Monthly
Empower Monthly
EPIC Monthly
Equitable Monthly
Fidelity Monthly
FuturePlan Monthly
Horace Mann Monthly
John Hancock Monthly
July Business Services Monthly
K Trade Monthly
KT Administrators Monthly
Lincoln Monthly
Matrix Monthly
Mid-Atlantic Trust Monthly
Milliman Monthly
Matrix Monthly
Mid-Atlantic Trust Monthly
Milliman Monthly
Mission Square Monthly
Mutual of Omaha Monthly
Nationwide Monthly
Newport Group Monthly
OneAmerica Monthly
P&A Group Monthly
PAi Monthly
Paychex Monthly
PCA Monthly
Principal Monthly
Randall-Hurley Monthly
Retirement Plan Consultant Monthly
Securian Monthly
Sentinel Monthly
Slavic 401k Monthly
Summit Benefit Solutions Monthly
Sunwest Pensions Monthly
T. Rowe Price Monthly
The Retirement Plan Company Monthly
The Standard Monthly
TIAA Monthly
Transamerica Monthly
Trautmann Maher (Northwest Plan Services) Monthly
Ubiquity Retirement Monthly
Unified Trust Monthly
Vanguard Monthly
Vestwell Monthly
Voya Monthly

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