Where things slow down today
The status quo causes avoidable delays, inhibits productivity, and stifles growth.
Advisors request the same operational information repeatedly
RFP responses require manual intervention, maintenance, and rebuilding
Platform capabilities are interpreted differently (or even incorrectly) across advisor firms
Relationship teams spend time clarifying baseline data instead of advancing opportunities
What changes with RPAG
- Advisors evaluate the full provider universe inside a consistent, transparent framework
- Operational data appears in structured, standardized, and up-to-date formats
- Due diligence scales across opportunities
- Advisors decide faster and streamline plan oversight with fewer clarification cycles
RPAG enhances advisors’ workflows and their relationships with their providers.
Platform scale and credibility
Used by nationwide network of advisors serving 100k+ plans and 10M+ participants*
$1.3T+ in retirement assets under influence*
Embedded in daily fiduciary workflows across institutions
Existing integrations with 100+ leading recordkeepers
* as of December 31, 2025
How RPAG works with recordkeepers
RPAG acts as shared infrastructure across the retirement plan ecosystem, helping recordkeepers:
- Establish and deepen advisor relationships
- Grow through exposure to more opportunities
- Operate more efficiently and transparently
Explore Partnership Options
See how leading recordkeepers participate and thrive within the RPAG ecosystem.