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Financial ServicesCalifornia, United States11-50 Employees

We provide comprehensive retirement plan advisory services and insights for retirement plan sponsors, fiduciaries, and financial advisors.

As a leading retirement plan advisory firm, we are committed to helping our members navigate the complexities of retirement planning and achieve their retirement goals. Our team of experienced professionals brings a wealth of knowledge and expertise to every engagement, providing personalized solutions tailored to our clients' unique needs.

Through this page, we share valuable content on retirement plan design, fiduciary responsibilities, practice management, compliance, investment due diligence and more. Our goal is to provide you with the latest industry trends, insights, and best practices to help you make informed decisions when it comes to managing your retirement plan.

To learn more, visit http://www.rpag.com

Disclosures:
Retirement Plan Advisory Group, LLC (“RPAG”) provides technology, solutions and services for a fee to its customers, who are primarily retirement plan advisors and associated institutions. The services include ratings of various third-party investment vehicles based on RPAG’s proprietary quantitative and qualitative scoring methodology. The investment vehicles do not pay to be evaluated and scored; nor do the companies that provide services to the investment vehicles pay for them to be evaluated and scored, but those companies may have commercial relationships and affiliations with RPAG. 
 
Great Gray Trust Company, LLC (“Great Gray”) serves as trustee and provides administrative services for collective investment trust funds (“Great Gray CITs”) that are scored by RPAG. Great Gray and RPAG are wholly owned by Great Gray Group, LLC (“Great Gray Group”). Great Gray has a commercial relationship with RPAG that does not involve the evaluation and scoring of Great Gray CITs. Some Great Gray CITs may offer fee classes with customized pricing that are available to RPAG subscribers.

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