Who We Serve

Built for the Organizations Responsible for Retirement Plan Outcomes

Retirement plan success depends on advisors, institutions, recordkeepers, and investment partners having the same information. But the reality is that most operate in separate systems. RPAG closes these gaps, connecting the ecosystem to drive better, faster decisions.

Choose Your Path

Growth-Minded
Advisors

For advisors responsible for fiduciary decision-making, business growth, and scalable plan management.

Institutional
Advisors

For broker-dealers, RIAs, aggregators, and enterprise retirement teams overseeing advisor networks 
and governance.

Recordkeepers

For firms responsible for platform delivery, operational execution, and sponsor, advisor, and participant 
service experiences.

Asset Managers

For investment firms responsible for retirement distribution, product positioning, and advisor adoption.

One Shared Platform. One Shared Commitment to Better Outcomes.

Our members manage more than $1.3 trillion in retirement assets within the RPAG environment. Advisors, institutions, and partners, working from the same decision framework and data structure.

Less duplication.

Clearer evaluation.

Faster execution.

Not Sure Where You Fit? Let’s Find Out.

Some organizations span multiple roles. If that’s you – and you’re looking for better plan outcomes – contact us today.

Start a Conversation

DOL, ERISA, Fiduciary, Litigation

DOL Backs Employers in Forfeiture Litigation