RPAG

RPAG is a leading institution located at 120 Vantis Drive, Aliso Viejo, California, United States. We offer premier technology, solutions, and services for elite advisors, institutions, and service providers in the retirement plan industry. Our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants.

Our innovative retirement plan practice management platform is designed for elite advisors and institutions. We provide actionable insights through efficient and scalable technology, allowing our members to make data-driven decisions for their retirement plan clients. With compelling client deliverables, custom investments, and turnkey solutions, RPAG members gain a unique competitive advantage in the industry.

At RPAG, we are a service-oriented company at our core. Our Customer Success Team and experts in ERISA, investment, consulting, sales, and practice management provide world-class training and support. Through 1-on-1 onboarding, conferences, workshops, webinars, and on-demand videos, we ensure that our members become RPAG masters.

With our Custom Solutions, RPAG members have exclusive access to next-gen investments, target-date funds, financial wellness, and marketing solutions that give them an unfair competitive advantage. Our fully integrated platform is easy to use and helps our members grow their businesses at unprecedented rates.

To maximize business success, RPAG offers a comprehensive Milestones Program™ guided by dedicated Customer Success Managers. As an exclusive organization with limited membership, RPAG provides business-building tools and expertise that competitors can't find elsewhere.

Experience premier technology, training, resources, and solutions for elite advisors, institutions, and service providers at RPAG.