Growing one successful retirement advisor at a time.

There's a big difference between a bunch of fragmented tools and a complete retirement practice solution. That difference fuels your level of success. Whether you run a large firm or are just starting out, Retirement Plan Advisory Group™ (RPAG™) has what you need to thrive. As great as our technology is, we’re a service company at our core. Learn from people who live and breathe the industry and have one shared goal: to make you the next retirement advisor success story. With our hands-on guidance and business-building, inefficiency-crushing tools, mediocrity doesn’t stand a chance.


JOIN RPAG RPAG OVERVIEW

Service your entire book of business with one
comprehensive technology portal.

Protecting yourself and plan sponsors from fiduciary liability while guiding plan participants toward their retirement goals – all while prospecting for new clients – isn’t easy. Investing in several half-baked advisory tools makes it even more difficult. Our integrated, full-service technology portal includes robust client and prospect management capabilities, as well as a warehouse for all you customer’s retirement plan data. Just log in and do. There’s simply no easier way to manage your practice.




- AND MORE -

Events

Publications