Rollover Ready Wins 2023 Wealthies Award

RPAG is excited to announce the renaming of its Rollover Analyzer to "Rollover Ready." This reflects RPAG's constant commitment to providing financial professionals with cutting-edge tools to navigate the complexities of IRA rollovers while simplifying compliance with the Department of Labor's Prohibited Transaction Exemption (PTE) 2020–02. Furthermore, RPAG is thrilled to share the news that Rollover Ready has been recognized with a prestigious 2023 Wealthies Industry Award.

RPAG's commitment to innovation and excellence in the retirement planning industry has not gone unnoticed. The company is proud to announce that Rollover Ready has been honored with a 2023 Wealthies Industry Award. The Wealthies Awards recognize outstanding achievement and innovation in the wealth management and financial technology sectors. This prestigious accolade underscores RPAG's dedication to delivering top-tier solutions that enhance the practices of financial professionals and ultimately benefit retirement plan participants.

RPAG's Rollover Ready is an intuitive, easy-to-use system designed to streamline the rollover process, allowing financial professionals to document every step efficiently. With the introduction of PTE 2020-02, financial professionals are required to have practice-level oversight and documentation of IRA rollovers, making Rollover Ready an invaluable tool for advisors seeking to meet these regulatory demands while providing the highest level of service to their clients.

Key Benefits of Rollover Ready:

• Streamlined Rollover Process: Rollover Ready simplifies the complex process of IRA rollovers, reducing administrative burdens for financial professionals.
• Compliance with PTE 2020-02: With Rollover Ready, advisors can easily document every aspect of the rollover process, ensuring compliance with the Department of Labor's regulations.
• Minimal Effort, Maximum Effectiveness: Rollover Ready empowers financial professionals to meet their compliance obligations with ease, allowing them to focus on providing exceptional service to their clients.

Financial professionals seeking to experience the enhanced capabilities of Rollover Ready can visit this link to learn more and explore the features that set this innovative tool apart.

About RPAG

Retirement Plan Advisory Group™ (RPAG™) is 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. Founded in 2004, RPAG now supports thousands of advisors across the U.S., who collectively serve over 100,000 plan sponsors, with more than $1 trillion in assets under influence, and 10 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 more!

Click here to view all 2023 finalists and winners!

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