RPAG Email Format

Financial ServicesCalifornia, United States11-50 Employees

RPAG is a financial services firm focused on retirement plan advisory, offering guidance and insights to retirement plan sponsors, fiduciaries, and financial advisors. The organization emphasizes design of retirement plans, fiduciary responsibilities, compliance, investment due diligence, and practice management, aiming to equip clients with industry trends and best practices to inform decision-making. Based in Aliso Viejo, California, RPAG serves professional advisors and associated institutions, providing technology, solutions, and advisory services for a fee, and it maintains relationships with related entities such as trustee services and other program partners. The company positions itself within the retirement plan advisory space through ongoing enhancements to its offerings and collaborations, including recent developments like the launch of Otto the Auto Assistant, an AI-powered answer engine for advisor support.

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