ABOUT

Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent advisors inspired by an uncommon purpose: Serve the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology through the industry’s leading practice management platform. In doing so, advisor-members reach their goals of business growth and significance. Today, RPAG is represented by 450 member firms, totaling 2,500 advisors across the US, serving 40,000 sponsors and with $400 billion in assets under advisement. Core practice areas include investment due diligence and fund ranking, RFPs & fee benchmarkings, fiduciary compliance, employee education, intensive training, national branding, sales and marketing resources and business consulting.

SPECIALIZE IN

  • Practice Management
  • Investment Due Diligence
  • RFPs & Fee Benchmarking
  • Fiduciary Compliance
  • Employee Education & Training
  • Business Consulting

CONTACT INFORMATION

120 Vantis
Aliso Viejo, CA  
92858

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