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RPAG

Main: (949) 305-3859
Toll Free: (877) 360-2480
120 Vantis, Ste 480, Aliso Viejo, California, 92656

Business hours

Monday 6:30am to 4:30pm
Tuesday 6:30am to 4:30pm
Wednesday 6:30am to 4:30pm
Thursday 6:30am to 4:30pm
Friday 6:30am to 3:00pm
Saturday Closed
Sunday Closed

About us

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 leading 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.

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