2023 RPAG Update | Powering Retirement Success

We're exploring the exciting RPAG updates from the recent RPAG Regional Summits. These Summits brought together industry professionals, thought leaders, and partners to discuss the latest trends, strategies, and innovations in the retirement plan advisory space.

Presenter:
Veronica Lee, Senior Vice President, Client Service

Key Takeaways

By the Numbers: Achieving New Milestones - RPAG continues to reach new heights, with impressive numbers that reflect our commitment to excellence and client satisfaction. We proudly oversee a staggering $1 trillion in assets, a testament to the trust placed in us by our valued plan participants. Speaking of participants, our family has grown to encompass 7 million individuals across 100,000 plans. This recognition places RPAG as the number one NAPA (National Association of Plan Advisors) Top Advisory Firm, a distinction we carry with immense pride.

Strength in Teamwork: The RPAG Family - Behind these remarkable numbers lies the strength of our team. With dedicated team members, including ERISA Attorneys, we possess a wealth of expertise to navigate the complex landscape of retirement planning. Our team offers invaluable support in investment research, money manager analysis, target-date fund (TDF) evaluation, sales and marketing, business development, corporate sales, and training. Additionally, we provide live tech support and practice management assistance to ensure seamless operations for our valued partners.

Unleashing Technological Innovations - At RPAG, we understand the significance of staying at the forefront of technological advancements to better serve our clients. That's why we continue to innovate and develop tools that streamline processes and enhance decision-making. Among our recent innovations is RFP Express, a revolutionary solution that simplifies the request for proposal process, saving time and effort. We have also introduced the Rollover Analyzer, empowering advisors with comprehensive insights to guide clients through critical decisions. Furthermore, our Ask RPAG platform serves as a valuable knowledge hub, providing quick and accurate responses to queries from advisors.

Another significant development is our introduction of an ESG (Environmental, Social, and Governance) Rating system. This system enables advisors and plan sponsors to evaluate investment options based on their ESG criteria, aligning financial goals with sustainability objectives.

Are you looking for more insights? Download the presentation here.

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