Leveraging Technology To Win New Business

Watch this digital session and learn how the RPAG Advisor Portal can help you streamline your retirement plan practice and enhance your clients' experience. You through the platform's key features, including investment analysis and selection tools, fiduciary compliance resources, plan design and benchmarking capabilities, and participant education and communication resources.

Whether you are an experienced advisor or just starting to manage 401k plans, this webinar is the perfect opportunity to get an inside look at one of the industry's most powerful retirement plan platforms.

• Luke Vandermillen Jr., Sr. New Business Development Associate

Luke Vandermillen, Senior Associate of New Business Development, offers insights on how to optimize the RPAG Advisor Portal to enhance your client’s overall experience. Vandermillen outlines the key features of the platform, which include investment analysis and selection tools, fiduciary compliance resources, plan design and benchmarking capabilities, and participant education and communication resources.

RPAG is a comprehensive practice management platform that supports advisors in growing their 401(k) business. The platform has $1 trillion in assets under influence, serving 100,000 plans with 10 million plan participants. RPAG provides unmatched solutions in practice management, investments, benchmarking, fiduciary compliance, and others making it the most comprehensive platform available. Our dedicated Customer Success Team provides extensive onboarding and continuous support, ensuring that you and your team are proficient in utilizing the platform to its fullest potential.

Luke identifies the top priorities of retirement advisors, which include having access to a comprehensive set of tools in a single location, unique differentiators, best-practice ideas, time and energy-saving solutions, and reliable back-office support. Additionally, he also highlights some of the valuable resources available through RPAG.

Our Resource Center provides a collection of marketing materials that are carefully crafted and readily accessible through our portal. These materials include flyers and one-pagers, newsletters, presentations, and market commentaries. Additionally, we offer the Fiduciary Briefcase, a cloud-based file storage system that enables 24/7 access to fiduciary documents such as plan documents, committee charters, investment policy statements, etc. We also offer a financial wellness platform, called WellCents, which offers personalized retirement guidance to help employees build financial confidence. WellCents services include financial wellness assessments, group education workshops, and one-on-one meetings.