Strategic Partners - RPAG & NAPA
The Retirement Plan Advisory Group ("RPAG") was founded in 2004 and is an exclusive national alliance of plan advisors with a common goal - to create successful retirement plan outcomes for millions of hard-working Americans.
RPAG has roughly $900B in assets under influence serving over 100K plan sponsors and 7M+ plan participants. They offer a premier practice management platform providing advisors with powerful systems, technology, reporting, and custom investment solutions surrounded by world-class training and support. Some of the core offerings are:
- Investment due diligence
- RFPs and fee benchmarkings
- Financial wellness
- Fiduciary compliance
- Sales and marketing resources
- Intensive training
- National branding
- Exclusive investment solutions
- Turnkey recordkeeping solutions
- Employee education
- Data aggregation
- Compliance oversight
- Practice insights
- Business consulting