Enterprise Solutions
RPAG can expedite growth whether you’re a large broker dealer, boutique BD, or Aggregator RIA. We accomplish this by enhancing data aggregation and compliance oversight, thereby fostering rapid advisor growth. This process is augmented using retirement plan consulting- a service providing peace of mind to your compliance team, while simultaneously helping your home office to attract more visitors.
Data Feeds
RPAG’s Plan Asset Link (PAL) system gives advisors scale, which can increase profitability by turning the manual entry of plan asset data into a task of the past. Our PAL team works with providers to sync plan assets by fund, update fund changes, and amend plan data on a monthly basis.
Fiduciary Briefcase
RPAG’S Fiduciary Briefcase is a secure, cloud-base fiduciary document vault that is seamlessly integrated into the RPAG Portal; it houses all reports and documents created through the RPAG Portal with just one click. The Fiduciary Briefcase tool also provides your clients with 24/7 access to pertinent plan information and readily prepares your plan for audit.
Investment Analysis
Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure
Provider RFPs
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage
Fee Benchmarking
Instant and accurate benchmarking of total plan costs, advisor fees and service benchmarking
Fiduciary Education
Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities
Target Date Analysis
Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan
Stable Value Analysis
Instant comparison and analysis of 50+ stable value funds in a compelling client deliverable
Business Intelligence
Dynamic dashboards and reports give you actionable insights and data-driven decisions
Rollover Ready
Easily compare, benchmark, analyze and track rollover recommendation for participants