Employers place high value on performance and trust in a relationship. That’s why we joined Retirement Plan Advisory Group – to offer one of the clearest choices in retirement plan consulting. RPAG is a member of one of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and non-qualified retirement plans.

Benefits to the Employers

• 360° metrics on investment due diligence, plan compliance, and fee benchmarking service.
• Shared knowledge, applied analysis.
• Non-alignment with any single plan provider for broad based and balanced advisory services.

National Impact

• Over 400 member firms with 900 plus independent advisors united in a get-it-done culture.
• Extensive presence in 45 states with national brand reach and reputation.
• As of January 1, 2019, over $450 billion in collective assets under advisement; serving more than 40,000 plans.

Technology Resources

We maintain full plan accountability through advanced systems and processes that are governed by a robust technology platform. When kept closely informed, you are free to concentrate on the needs of workplace populations. Count on these technology benefits:

• Proprietary Scorecard System™ delivers quantitative and qualitative metrics on the entire universe of 25,000+ funds and dozens of investment platforms.
• Fiduciary Fitness Program™ for holistic plan compliance to better protect fiduciaries and prepare plan participants.
• B3 Provider Analysis℠ for unparalleled fee, service and investment benchmarking of over 100 service providers.
• 24/7 access to detailed plan performance reports through the Fiduciary Briefcase virtual online portal.

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RETIREMENT PLAN ADVISORY GROUP (RPAG) is not an affiliate of any company of the Principal Financial Group®.

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