RPAG 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. Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent advisors inspired by an uncommon purpose: Serve the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology through the industry’s l

eading practice management platform. In doing so, advisor-members reach their goals of business growth and significance. Today, RPAG is represented by 450 member firms, totaling 2,500 advisors across the US, serving 40,000 sponsors and with $400 billion in assets under advisement. Core practice areas include investment due diligence and fund ranking, RFPs & fee benchmarkings, fiduciary compliance, employee education, intensive training, national branding, sales and marketing resources and business consulting.

🌐The 2025   is officially underway in Chicago! Whether you're attending in person or following along from afar, it’s a w...
09/29/2025

🌐The 2025 is officially underway in Chicago! Whether you're attending in person or following along from afar, it’s a week packed with insights, connections, and growth opportunities. Don’t miss the newly released Advisor Brand Toolkit from Great Gray—built exclusively for RPAG advisors—and the latest October edition of Retirement Times to keep your clients informed.✨ https://hubs.li/Q03KCP_y0

📈Growing your book doesn’t have to mean burning out. With RPAG’s enterprise-level support and back-office solutions, you...
09/25/2025

📈Growing your book doesn’t have to mean burning out. With RPAG’s enterprise-level support and back-office solutions, you can scale with clarity, not chaos. https://hubs.li/Q03Gvk440

09/24/2025

📆We’re just 5 days away from the kickoff to the RPAG 2025 National Conference! We’re looking forward to re-connecting with our members in-person.

🌐As we reflect on our past conferences, we want to hear from you. What piece of information shared at a past RPAG National Conference surprised you most? Let us know below in the comments!

📆The countdown is on,   2025 kicks off next week in Chicago! We’re ready for three incredible days of insights,  , and c...
09/22/2025

📆The countdown is on, 2025 kicks off next week in Chicago! We’re ready for three incredible days of insights, , and connection with our amazing advisor community. Watch the teaser video, check out the agenda, and get ready to grow your practice. ✨ https://hubs.li/Q03KlDGy0

✨RPAG helps you lead every conversation with confidence. With in-depth analysis,   tools, and expert support at your fin...
09/16/2025

✨RPAG helps you lead every conversation with confidence. With in-depth analysis, tools, and expert support at your fingertips, your value is undeniable. https://hubs.li/Q03Gv9Xz0

📣 The 2025 RPAG National Conference teaser video is here! Get a first look at what’s in store this September in Chicago,...
09/15/2025

📣 The 2025 RPAG National Conference teaser video is here! Get a first look at what’s in store this September in Chicago, where , expertise, and community come together to elevate your practice. 🌐And don't forget to share your thoughts in the RPAG Member Survey! https://hubs.li/Q03JmTgh0

📣Get ready for the 2025  , where innovation meets opportunity.🌐 Join us in Chicago for expert insights, unforgettable ex...
09/12/2025

📣Get ready for the 2025 , where innovation meets opportunity.🌐 Join us in Chicago for expert insights, unforgettable experiences, and the power to grow your practice. From big sessions to one-on-one strategy, this is the event you won’t want to miss. https://hubs.li/Q03J2YGj0

📣RPAG National Conference Attendees: Reserve your office hours at this year's conference.A limited number of office hour...
09/11/2025

📣RPAG National Conference Attendees: Reserve your office hours at this year's conference.
A limited number of office hours sessions will be available during this year’s RPAG National Conference in Chicago across a wide variety of topics such as , , , and more.
This is your chance to sit down 1:1 with our in-house experts for personalized coaching, and to share direct feedback that helps shape the future of our platform and services.

🌐Topics include:
• Product Demos & Feedback – Isabelle Blankmeyer, Head of Product
• Brand & Positioning – Scott Barker, Chief Marketing Officer
• Social Media – TJ Givens, Marketing Director
• Digital - Alexis DeVilling, Digital Marketing Director
• Email – Melody Ravanipour, Digital Marketing Specialist

Reserve Here: https://hubs.li/Q03J1PDh0

✨Whether you're looking to grow your practice or influence the future of our Premium Packages, this is a can’t-miss opportunity.

🌐We believe the best way to grow is by listening to the people we serve. Your voice is powerful. That is why we are aski...
09/11/2025

🌐We believe the best way to grow is by listening to the people we serve. Your voice is powerful. That is why we are asking you to take the RPAG Member Survey.📝 Every comment, suggestion, and idea you share will be reviewed by our team and considered as we build new tools and improve existing solutions.📈 This is your opportunity to help shape the future of RPAG and your experience with it. Help us grow so we can better support your growth.📊 https://hubs.li/Q03H4GtD0

✨Manage more plans with less stress. RPAG streamlines your  ,  , and documentation, so you can focus on growing your bus...
09/10/2025

✨Manage more plans with less stress. RPAG streamlines your , , and documentation, so you can focus on growing your business, not chasing paperwork. https://hubs.li/Q03Gt_130

🌐Join us for an insightful webinar where we'll explore how   are leveraging RPAG’s powerful tools to streamline   and un...
09/09/2025

🌐Join us for an insightful webinar where we'll explore how are leveraging RPAG’s powerful tools to streamline and uncover high-potential opportunities.📈 Learn proven strategies to identify ideal prospects, differentiate your value, and accelerate , all while saving time and maximizing efficiency.📊 https://hubs.li/Q03Hz-nz0

🌐Fiduciary advisors are under more scrutiny than ever. In this week’s update, explore how to navigate today’s complex re...
09/08/2025

🌐Fiduciary advisors are under more scrutiny than ever. In this week’s update, explore how to navigate today’s complex retirement plan landscape, and help your clients drive better financial outcomes. 📣We’re also inviting you to shape the future of RPAG by completing our Member Survey. 📈Plus, don’t miss our September 18 Digital Session on how advisors are winning retirement plan business. https://hubs.li/Q03HjZvm0

Address

120 Vantis, Ste 400
Aliso Viejo, CA
92656

Opening Hours

Monday 6:30am - 4:30pm
Tuesday 6:30am - 4:30pm
Wednesday 6:30am - 4:30pm
Thursday 6:30am - 4:30pm
Friday 6:30am - 3pm

Telephone

+19493053859

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