RPAG
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
