RFP Express Instant Proposal Tool

RPAG launched RFP Express, the newest addition to the firm’s comprehensive suite of powerful technology, robust practice management resources, and unique investment solutions. RFP Express revolutionizes the retirement plan pricing process by providing instant quotes from the industry's top recordkeepers in a matter of seconds.

Custom Scoring

Custom Scoring in the RPAG portal empowers firms to apply their own investment methodologies for fund evaluation, integrating firm-specific scoring criteria across a wide range of metrics. This advanced capability goes beyond the standard 10-point Scorecard System, offering personalized, data-driven insights that align with each firm’s unique investment philosophy.

Rollover Ready

RPAG launched Rollover Ready. RPAG's Rollover Ready is an intuitive, easy-to-use system designed to streamline the rollover process, allowing financial professionals to document every step efficiently. We are proud to announce that Rollover Ready has been honored with a 2023 Wealthies Industry Award.

BD Compliance Tool

The BD Compliance solution by RPAG is designed to help broker-dealers efficiently manage compliance, aligning with regulatory requirements and industry standards. This resource reduces the risk of violations and supports advisors in maintaining high standards of integrity and compliance.

ESG Ratings

RPAG, in partnership with MSCI, provides comprehensive ESG ratings for all investments scored within its platform. This strategic collaboration delivers valuable insights into Environmental, Social, and Governance factors, supporting advisors in making responsible, informed investment decisions.

PlanFees

PlanFees was launched by the firm in 2020 and is one of RPAG’s most popular and successful systems to date. PlanFees provides annual fee benchmarking, as well as advisor fee and service benchmarking, against a robust database of similarly sized plans.

Financial Wellness

Our Financial Wellness program enables advisors to provide comprehensive financial wellness programs that educate participants on budgeting, saving, and retirement planning. This program enhances participant engagement and financial literacy, supporting informed decisions for a secure financial future.

3rd Gen RPAG Portal

The RPAG Advisor Portal was redesigned with enhanced widgets that are both visually appealing and highly functional, improving the overall user experience. These new features streamline navigation and access to key tools, making it easier for advisors to find what they need and work more efficiently.

TDF Analyzer

The RPAG TDF Analyzer empowers advisors to evaluate and compare target-date funds with precision, ensuring they match clients’ retirement needs. With insights into glide paths, fees, and performance, it provides data-driven guidance to support informed, compliant recommendations.

Stable Value Analyzer

The RPAG Stable Value Analyzer equips advisors with tools to assess stable value funds, focusing on safety, liquidity, and yield. It enables data-driven comparisons, helping advisors make informed, compliant choices that align with clients' low-risk retirement goals.

Enterprise iQ

Enterprise iQ by RPAG streamlines plan analysis and benchmarking, enabling advisors to manage, evaluate, and optimize retirement plans efficiently. With comprehensive data insights and reporting, it empowers advisors to deliver high-quality, compliant solutions tailored to each client’s unique needs.

Target Date Fund Suitability Process

A TDF is largely defined by its broad-based allocations, or glidepath, and the specific investments utilized to achieve those allocations. The RPAG Risk Index classifies TDFs into risk levels based on their glidepath. Underlying fund scores give insight into the quality of the investments within each asset class.

Fiduciary Fitness Program

The Fiduciary Fitness Program guides advisors in evaluating and strengthening their clients' fiduciary practices, focusing on compliance, governance, and risk management. This comprehensive program supports best practices, helping advisors foster transparent and compliant plan management

Provider Analysis (B3)

Provider Analysis (formally B3 Live-bid Benchmarking) provides real-time benchmarking by gathering live bids from providers. This approach offers advisors immediate, competitive insights on retirement plan costs and services, empowering them to make informed, market-aligned recommendations that drive value for their clients.

Scorecard System

The Scorecard System offers a clear, quantitative evaluation of investment options by scoring funds on performance, risk, and adherence to fiduciary standards. This methodology enables advisors to make transparent, data-driven decisions that align with clients' retirement goals and compliance requirements.