RPAG is Named a Wealthies Finalist

RPAG announced today that it has been named a Finalist in the WealthManagement.com 2023 Industry Award (the 
“Wealthies”) for:

Retirement Plan Support and Advisor Services 401K Technology category for Rollover Analyzer

Retirement Plan Support and Advisor Services Aggregators CEO of the Year category for Vince Giovinazzo

Our honorably mentioned Rollover Analyzer was created because financial professionals needed an easy to use and scalable process that allows them to comply with PTE 2020-02 with minimal effort and maximum effectiveness. RPAG’s Rollover Analyzer is a simple system that helps document the rollover process with a few easy clicks and assists advisors with key objectives.

“We’re honored to receive this prestigious award,” said Vince Giovinazzo, CEO of RPAG. “I am deeply grateful to be recognized as a finalist for the Wealthies Award in the Retirement Plan Support and Advisor Services Aggregators CEO of the Year category. This achievement is a testament to the hard work and dedication of the entire RPAG team. We are committed to delivering innovative solutions and exceptional service to our retirement advisors that work tirelessly to give participants a better future. I would like to share this recognition with our talented team and look forward to continuing to lead RPAG towards even greater success.”

Now in its ninth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 7th.

“The Industry Awards are a beacon, illuminating the trailblazers and innovators who are shaping the future of the financial services industry,” said David Armstrong, director of editorial strategy and operations. “They serve as a leading indicator of future activity, and as a barometer for the dynamic ecosystem of companies and organizations that empower, support and enable advisor success who are driving the industry forward.”

About RPAG

We’re dedicated to helping our clients solve their most complex challenges. We’re driven to find the right solution for you, not just a formulaic or by-the-book answer. To do this, we focus on details. Whatever the challenge, we 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 to deliver extraordinary results every day.

Founded in 2004, RPAG supports thousands of advisors across the U.S., who collectively serve 80,000 plan sponsors, with $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 more! 

About WealthManagement.com

WealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry’s leading audience of wealth management professionals.

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