RPAG’s mission is to inspire advisors and institutions to reach their highest potential.
Our commitment to excellence and innovation enables us to anticipate the changing retirement plan landscape and regulatory environment. As a result, our platform allows advisors and institutions to create successful retirement plan outcomes by helping them protect plan fiduciaries and engage plan participants to reach their retirement income potential.
We’re dedicated to helping our clients solve their most complex challenges. We’re driven to find the right answer for you, not just a formulaic or by-the-book answer. To do this, we focus on the details. Whatever the challenge, we will approach it with a fresh perspective and apply our deep knowledge, creative thinking and industry experience to deliver a holistic solution. Our personal commitment to our members is a relentless pursuit of excellence, and we aim to deliver extraordinary results every day.
Founded in 2004, RPAG now supports thousands of advisors across the U.S., who collectively serve over 80,000 plan sponsors, with more than $800 billion in assets under influence, and 7 million plan participants. Core practice areas include retirement plan investment scoring, fee benchmarking, financial wellness, fiduciary education, collective investment trusts (CITs), target date funds (TDFs), sales and marketing solutions, and much much more!