Discover Your
RPAG Platform Package

Solutions for Every Stage of
Practice Growth

We offer membership tiers for retirement plan advisors at every growth stage.

 

Bronze
Best for...

Assessing and comparing plan costs

Ensuring competitive pricing for your clients

Benchmark better
Silver
Best for...

Delivering deeper fee and investment analytics

Streamlining your operations

Growing your business

Deliver deeper value
Gold
Best for...

Optimizing every stage of the plan lifecycle

Enhancing your fiduciary frameworks

Fully unlocking your practice’s power to grow

Be the gold standard
Institutional

Ensuring your enterprise has the resources it needs to operate and scale effectively

Best for...

Data and analytics

Centralized oversight

Integrations

Fiduciary frameworks

Scale your enterprise
 
Bronze
Silver
Gold
Institutional
 
B
S
G
RPAG Scorecard System
—
Included
Included
Investment Review Report
—
Included
Included
Fund Research
—
Included
Included
TDF Analyzer
—
—
Included
Stable Value Analyzer
—
—
Included
Asset Class Reviews
—
—
Included
Fund Mappings
—
—
Included
 
B
S
G
PlanFees Prism Fee Benchmarking
Included
Included
Included
RFP Express Proposal System
Included
Included
Included
Advisor Fee Calculator
Included
Included
Included
Provider Analysis Live-Bid RFP System
Included
$300/Quarter$300
/qtr
$300/Quarter$300
/qtr
 
B
S
G
Exclusive RPAG CIT Suite
—
Included
Included
RPAG Financial Wellness
Available
Available
Available
 
B
S
G
Fiduciary Briefcase Vault
$300/Quarter$300
/qtr
$300/Quarter$300
/qtr
$300/Quarter$300
/qtr
Fiduciary Fitness Program
—
—
Included
Fiduciary Plan Review
—
—
Included
Fiduciary Diagnostic
—
—
Included
Rollover Ready Analyzer
—
—
Included
 
B
S
G
Client/Plan Dashboards
Included
Included
Included
Plan Asset Link (PAL) Data Aggregation
Included
Included
Included
Advisor iQ Reports
—
Included
Included
Client Service Plans
—
Included
Included
Automated Meeting Notes & Agendas
—
Included
Included
 
B
S
G
Marketing Resource Center
—
Included
Included
Premium Marketing Package
—
$300/Quarter$300
/qtr
$300/Quarter$300
/qtr
5500 Search Tool
$100/Quarter$100
/qtr
$100/Quarter$100
/qtr
$100/Quarter$100
/qtr
 
B
S
G
RPAG Events
Included
Included
Included
Onboarding, Training & Education
Included
Included
Included
ERISA Support Desk
Included
Included
Included

Get Your Personalized Package Recommendation Today.

Reach out to our sales team to discover which package is right for you.

"*" indicates required fields

I am interested in...