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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.

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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.