About RPAG

RPAG is a community of the industry’s top retirement plan advisors, backed by the technology, data, and strategies to compete at the highest level.

Empowering Advisors. Elevating Institutions. Advancing the Industry.

Our platform and services deliver the technology, scale, oversight, and enablement that advisors and institutions need to grow their business.

Explore Membership Benefits

0K+

Plans

0M+

Participants

$0T^*

Assets

1 Integrated Platform

* Data as of 12/31/25

Foundational Pillars

Everything RPAG delivers is grounded in four foundational pillars:

Trusted Data

Proprietary analytics and direct recordkeeper integrations power accurate benchmarking, due diligence, and reporting. From investment scorecards to fee benchmarking, advisors gain clarity and confidence backed by institutional-quality data.

Scalable Processes

Automation eliminates manual processes, often saving advisors 15–20 hours per client annually. Enterprise dashboards, batch reporting, and centralized oversight allow institutions to manage growth without operational drag.

Institutional-Grade Oversight

Integrated fiduciary governance tools, documentation workflows, and compliance triggers help advisors demonstrate prudence and mitigate risk at every stage of the client lifecycle.

Growth Enablement

Marketing resources, practice management support, exclusive product access, and a collaborative advisor community help members win more business and retain clients.

Proven Scale.
Purpose-Built for Retirement.

Retirement plans are complex. Advisors and institutions deserve tools built specifically for their world, not generic wealth platforms retrofitted for ERISA.

For more than 20 years, RPAG has focused exclusively on the retirement plan industry. Founded in 2004, the firm has consistently delivered innovation designed to help advisors streamline fiduciary oversight, automate operations, differentiate their practices, and scale efficiently.

A History of Continuous Innovation

2001

Scorecard System
(investment evaluation framework)

2005

Provider Analysis
(live-bid benchmarking methodology)

2006

Fiduciary Fitness Program

2012

PAL Data Aggregation

2017

Third-Generation Advisor Portal, TDF Analyzer, Stable Value Analyzer, Enterprise iQ

2020

PlanFees and Financial Wellness tools

2022

Rollover Ready

2023

RFP Express

Built by Retirement Experts

RPAG was created by retirement plan professionals who understood that advisors needed more than software. They needed a strategic partner.

With a U.S.-based team of analysts, CFAs, ERISA specialists, technologists, and client success professionals, RPAG combines deep industry knowledge with scalable infrastructure. Advisors are supported by experts who understand plan governance, benchmarking methodology, fiduciary documentation, and the evolving regulatory landscape.

This is not outsourced support. It is built-in retirement expertise.

Meet the RPAG Team

Behind RPAG is a multidisciplinary team committed to empowering advisors and institutions, guided by the trusted leadership of Great Gray Group. Meet the RPAG teams who serve our members as day-to-day points of contact.