RPAG

RPAG (Retirement Plan Advisory Group) sells a technology and membership program to advisors who consult on workplace retirement plans. It also sells to broker-dealers, RIAs and aggregators that support such advisors, and works with recordkeepers, third-party administrators and asset managers.

The platform covers investment due diligence through a proprietary scorecard that ranks funds, plus analyzers for target-date and stable value funds. Its Prism tools benchmark investment, recordkeeping, administrative and advisor fees, and RFP Express collects quotes from recordkeepers for side-by-side plan comparisons. Plan Asset Link (PAL) pulls plan assets, revenue-sharing figures and fund changes from recordkeepers each month. Fiduciary governance features include investment policy statement templates and meeting documentation, and Advisor iQ dashboards summarize a practice's plans, revenue and pipeline. The site lists CRM connections among its integrations.

RPAG was founded in 2004 and is based in Aliso Viejo, California. It is part of Great Gray Group. Membership comes in Bronze, Silver, Gold and Institutional tiers; the pricing page does not list tier prices but shows some add-ons at $300 per quarter.