AI driven support RPAG recently launched Otto the Auto Assistant, an AI-powered answer engine for retirement plan advisors, indicating an opportunity to position AI as a value-add in advisory workflows and client servicing, potentially offering integrations or expanded AI capabilities.

Partnership expansion Recent and upcoming partnerships and programs with recordkeepers and third-party providers (Recordkeeper Partnership Program, BoardingPass integration with Great Gray) create cross-sell opportunities for allied services, digital onboarding, and enhanced fiduciary compliance offerings.

Marketing enhancement Enhancements to Premium Marketing Packages plus planned personalized marketing coaching open doors to selling advanced marketing support, client acquisition playbooks, and practice growth consulting for retirement plan advisors.

Compliance and design focus RPAGs emphasis on fiduciary responsibilities, plan design, and compliance presents a pathway to offer governance, due diligence tooling, and implementation services to mid-market employers seeking to optimize retirement plans.

Technology stack leverage With a modern tech stack (iCIMS, WordPress, DocuSign, onboarding tools) and integrated digital solutions, there is an opportunity to propose scalable client onboarding, vendor risk assessment, and efficiency improvements to advisory firms looking to streamline operations.