Master your business with the right resources.

RPAG gives you access to an extensive suite of business-critical management resources that drive growth at every stage of your retirement practice.

Learn how to use RPAG to its full potential so you can reach yours.

RPAG isn’t a “Here’s a system, now go use it” kind of company. We’re an integrated retirement advisor platform that allows you to do more business with less effort. Your dedicated RPAG service specialist will develop a solid onboarding plan to introduce you to our confidence-building training resources.

  • A set schedule of calls with your dedicated RPAG service specialist
  • Live RPAG advisor platform training conducted by our technology experts, CFA®-led investment team, ERISA experts and senior retirement consultants
  • Retirement industry and business operations training
         - Monthly investment commentary, including qualitative
           fund manager research and market updates
         - Quarterly legal and compliance webinars
         - Practice management, sales and consulting webinars
  • Conferences and workshops

RPAG Video Learning Center

Over 100 short, practical videos, from step-by-step report generation to high-level consulting and sales and marketing strategies.



Are you ready to be inspired?


Who we are. A keynote address that sums it up.

RPAG — a platform designed for you.

Find out why our annual meeting is a can't miss.