Fiduciary Frameworks

Giving Advisors the
Power to Protect

RPAG membership gives you access to comprehensive fiduciary solutions including:

Schedule a Demo

Educational Resources for You and Your Clients

Inform

Inform fiduciaries about their responsibilities

Document

Properly document processes and decisions

Identify Risks

Identify potential risks

Review + Update

Review and update plan documents in the context of plan attributes

Comply

Comply with reporting and disclosure requirements

Fiduciary Briefcase: Your Secure, Easy-Access
File Repository

Our Fiduciary Briefcase feature gives you secure, centralized, and 24/7/365 access to your key documents. Store, manage, and export any files you need, including:

  • Service plan documents
  • Signed contracts and agreements
  • Meeting minutes
  • Committee charters and investment policy statements
  • Participant education materials
  • Investment reviews, provider analysis, and benchmarking reports
RPAG's Retirement Learning Center dashboard with access to ERISA experts

Retirement Learning Center:
Your Hotline to ERISA Expertise

RPAG members have unlimited access to the ERISA veterans at Retirement Learning Center (RLC).

You can ask them anything you want – by phone or email any weekday – to ensure you and your clients have the plan-specific information you need to make your important decisions.

Stay Protected. Stay Organized.

See how our fiduciary frameworks can help you protect yourself and those you serve.

Schedule a Demo