RPAG's Vision Unveiled | State of the Platform

One of the most significant announcements that set the tone for this conference was our journey towards independence and focus. As Nick Della Vedova, President of RPAG, eloquently put it, "On May 15th of this year, RPAG and flexPATH became independent organizations, uniquely designed to serve your needs." This strategic shift empowers us to collaborate more effectively with organizations that may not have been as enthusiastic about our services due to our previous affiliations.

Our primary goal is to deliver more value to you, our valued advisors. As Vince, our CEO and Founder, pointed out, "Scale and execution equal saving time." We are here to help you maximize your efficiency, all while fostering innovation and execution.

The RPAG Ethos

RPAG's core values of integrity, transparency, and the highest ethical standards were brought into sharp focus during this conference. These values drive our actions and behaviors, and they are the bedrock upon which we have built our culture of excellence and innovation.

A Legacy of Innovation

The history of RPAG and flexPATH is punctuated by innovation after innovation. We have consistently stayed ahead of industry trends, providing you with groundbreaking solutions. From the early scorecard system to the revolutionary B3 Live Bid Benchmark, and from the Target Date Fund Suitability Process to flexPATH Strategies and the upcoming RFP Express, we have always been at the forefront of change.

Our innovations are not merely for the sake of novelty; they are designed to save you and your team countless hours every year. In our ever-evolving industry, innovation is the key to staying ahead.

A Force to be Reckoned With

RPAG and flexPATH's collective strength is a testament to our shared vision. Together, we represent over 120,000 retirement plans and manage assets totaling more than $1.25 trillion. This collective force allows us to collaborate effectively with leading record keepers and money managers, enhancing your ability to provide value to your clients.

Investing in Your Success

A major highlight of this conference was our commitment to investing in technology on your behalf. Over $40 million has already been invested in our technology, making us the premier retirement plan advisory platform in the United States. But we are not stopping there; we have set aside an additional $5 million to continually raise the bar and create more efficiencies for you.

Looking Ahead

As RPAG, we are not content to rest on our laurels. We are always looking ahead, and this conference was no exception. Here are some of the initiatives we are working on:

1. Retirement Plan Advisory Council: We are establishing an advisory council to gather feedback and insights from experts like you, helping us improve our offerings continually.

2. Investment Council: This council will focus on collaborating with experts to provide the best investment solutions possible.

3. flexPATH's Growth: We are on a mission to reach over $100 billion in assets by 2027, and perhaps even sooner. We invite you to join us on this remarkable journey.

The Future of Retirement Planning

The landscape of retirement planning is ever-evolving, and RPAG is committed to leading the way. We encourage you to watch the video above, where Nick Della Vedova and the entire team delve deeper into these exciting developments.

As RPAG, we are excited about the future and the opportunities it holds. Stay tuned for more insights, innovations, and opportunities to collaborate. Your future in retirement planning starts with RPAG!

Check out the presentation slides here!

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