Who We Are

We are RPAG.

Premier technology, training, solutions and resources for retirement plan advisors and institutions who want to reach their highest potential.

We know exactly what it takes for you to run a successful retirement consulting practice.

We are a consulting firm that inspires advisors and institutions to reach their highest potential. Integrity, transparency, and the highest ethical standards drive our actions and behavior. Our commitment to excellence and innovation allows us to anticipate the changing retirement plan landscape and regulatory environment. As a result, our platform allows advisors to create successful retirement plan outcomes by protecting plan fiduciaries and engaging plan participants to reach their retirement income potential.

Founded in 2004, RPAG is an exclusive alliance that share one common goal – to create successful retirement plan outcomes for millions of hard-working Americans. Our premier practice management platform provides advisors with powerful systems, technology, compelling reports, and custom investment solutions, all surrounded by world-class training and support. RPAG supports thousands of advisors across the U.S., serving over 40,000 plan sponsors, more than $400 billion in assets under influence, and 4 million plan participants.