RPAG has a new look.

Learn more about the new website and redesigned portal, built to help current and future members find what they need faster.

LEARN MORE

RPAG for Growth-Minded Advisors

RPAG gives growth-minded advisors like you an all-in-one platform that can save you time by streamlining operations, automating reports, aggregating data, and driving efficiency for scalable growth.

Schedule a Demo

One Platform.
Real Efficiency.

If you’re juggling your way through the day across multiple screens, platforms, and data sources, you may be losing precious time, overlooking insights, and broadening risk exposure for yourself and your clients. The RPAG advisor portal brings together the practice-management perspectives and tools you may need, all in one place.

More automation. Deeper insights. Streamlined, consistent delivery. Clear risk perspectives. That’s the power to grow.

Explore Platform Capabilities

Scale without Adding Headcount

RPAG centralizes data, workflows, and insights so you can:

Manage more plans with confidence

Deliver institutional-quality reporting

Standardize defendable processes across your book of business

With the proven power to serve hundreds of thousands of plans covering tens of millions of participants, RPAG puts enterprise-scale infrastructure, integration, and efficiency at your fingertips.

What our member advisors are saying:

Stand Out in the Moments that Matter

Whether it’s retaining a key client or landing that new prospect, RPAG gives you the competitive advantage you need to help them stand out in proposals and reviews.

Investment due diligence

Scorecards. TDF analysis. Custom reports.

Prospecting

Sales and marketing resources. Fee benchmarking. 5500 data.

Practice intelligence

Dashboards. Tasks. Workflows.

Client engagement

Thought leadership. Webinars. In-person exclusive events.

Fiduciary oversight

Plan fee analytics. Live-bid provider RFPs. Fiduciary frameworks.

Commonly Asked Questions

It is a system built specifically for retirement plan advisors to manage investments, proposals, fiduciary documentation, data, and client communication in one place.

RPAG serves retirement plan advisors, advisory teams, and institutions seeking a scalable platform for growth.

RPAG combines proprietary technology, exclusive investment access, and high-touch support in a single membership model.

Membership provides access to the advisor portal, tools, resources, exclusive CITs, a nationwide peer network, and specialists who support advisors across investments, proposals, fiduciary frameworks, marketing, and practice strategy.

Yes. RPAG is designed to help advisors serve larger and more complex plans with institutional-quality capabilities.

RPAG members are a passionate, talented community of advisors committed to sharing insights, best-practices, and emerging opportunities – powering knowledge and inspiring what’s next. If you want to tap into one of the ecosystem’s most powerful networks committed to driving positive retirement outcomes, look no further.

Grow with Structure, Not Complexity

Discover how RPAG empowers advisors to grow with confidence.

Schedule a Demo

DOL, ERISA, Fiduciary, Litigation

DOL Backs Employers in Forfeiture Litigation