The Retirement Technology Platform
$0T*
Assets Under
Influence
0K+
Plans
0M+
Participants
* Data as of 12/31/25
Built for the Full Retirement Plan Lifecycle
Data and system fragmentation stunts practice growth. RPAG gives you a single system to evaluate investments, benchmark fees, manage proposals, and document decisions.
Who We Serve
Growth-Minded Advisors
Built for advisors who want to lead with insight, strengthen fiduciary processes, and scale their practices with confidence.
Institutions
Supporting broker-dealers, RIAs, and aggregators with scalable tools for every advisor, data transparency, and enterprise-level oversight.
Recordkeepers + TPAs
Improve governance, compliance, reporting, and advisor effectiveness across the plan ecosystem.
Asset Managers
Engage advisors and plan fiduciaries at scale through a transparent, neutral platform.
End-to-End
Support for the Full Lifecycle
Plan Asset Link (PAL) syncs plan assets, funds, and data monthly with providers – eliminating manual entry.
Proprietary Scorecard rankings and risk analysis for defensible investment decisions.
Professional client proposals built from integrated plan data, analytics, & benchmarking in minutes.
Instant fee comparisons of plan costs, advisor fees, & services to demonstrate value.
IPS templates, meeting documentation, and regulatory-aligned compliance frameworks.
Membership That Delivers an Edge for Your Practice
RPAG membership provides exclusive access to tools, insights, and support designed to help retirement professionals compete more effectively and operate with confidence.
Explore practical insights on fiduciary trends, investment evaluation, plan governance, and practice growth from RPAG experts.
Whether you rely on RPAG for investment analysis, RFPs, or governance, being a part of the Group gives you access to exclusive benefits, resources, and technology that will grow and evolve with your practice.
