RPAG's Independence Empowers Technological Innovation

RPAG’s recent separation from NFP marks a transformative step towards independence. This decision to part ways has demonstrated our goal of creating our own path towards the future of retirement planning with our unwavering commitment to our advisors and investment in the latest tools and technology to lead the way in shaping the future of retirement planning. Our dedication is to provide the most innovative and efficient resources to our advisors.

Commitment to Excellence and Technological Innovation

RPAG's commitment to excellence and its investment in technology empower advisors to anticipate changes in the retirement plan landscape. RPAG continues to anticipate the constant changing environment of retirement planning by committing to innovation and a strive for excellence, benefitting both advisors and plan sponsors.

Over the years, RPAG has invested over $40 million in technology to help create and tailor a retirement plan advisory platform that exceeds the needs of our participants, while also providing exceptional solutions. We also have plans to invest an additional $5 million in technology to help further streamlining processes and increase efficiency.

Pioneering Innovations and Initiatives

We've introduced several exciting innovations and initiatives in order to better streamline your processes. We are allocating resources for Fiduciary Education, a comprehensive and ongoing fiduciary guidance, training, and support reserve to mitigate potential liabilities. We are also contributing further to Target Date Analysis which is an advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan. Furthermore, we are committing funds for Stable Value Analysis, an instant comparison and analysis of over 50 stable value funds in a compelling client deliverable. Lastly, we are allocating capital to business intelligence to gain dynamic dashboards and reports in order to help give you more actionable insights and data-driven decisions.

About RPAG

RPAG, founded in 2004, now supports thousands of advisors across the U.S; this network collectively serves more than 120,000 plan sponsors, managing over $1.25 trillion in assets under influence and assisting 10 million plan participants. RPAG specializes in a variety of core practices, including assessing retirement plan investment scoring, fee benchmarking, promoting financial wellness, offering fiduciary education, managing collective investment trusts (CITs), target date funds (TDFs), and providing comprehensive sales and marketing solutions, among many other services.

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