Retirement Plan Advisory Group

Finance · California, United States · 51-200 Employees

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Overview

Headquarters

120 Vantis Dr Ste 400, Aliso Viejo, Cali...

Phone Number

(949) 305-3859

Revenue

$13.4 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Retirement Plan Advisory Group

Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent retirement advisors inspired to create successful outcomes by protecting plan fiduciaries and engaging plan participants. RPAG's premier practice management platform provides advisors with powerful systems and technology, compelling reports and custom investment solutions, all surrounded by world-class training and support. RPAG supports thousands of advisors across the U.S., serving 35,000 plan sponsors, more than $350 billion in assets under influence, and over 4 million plan participants. Core practice areas include investment due diligence and fund scoring, RFPs and fee benchmarking, fiduciary compliance, employee education, financial wellness, exclusive investment solutions, intensive training, national branding, sales and marketing resources and business consulting.Explore more
Retirement Plan Advisory Group's Social MediaPopular SearchesRetirement Plan Advisory GroupRetirement Plan Advisory Group IncRpag401( K) Producer Services IncExecutive Benefits ColoradoSIC Code 62,628NAICS Code 52,523Show more

Retirement Plan Advisory Group Org Chart

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JC
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Chief Operating Officer

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Assistant VP, Service Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Retirement Plan Advisory ...

$13.4M
51-200
Private
-
2004
JC
Jami ChapmanChief Operating Officer
$257.8M
51-200
Private
-
1991
JZ
John ZiehlPresident & CEO
$141.8M
201-500
Private
<$5M
1989
Mark Hendrickson, Chief Administrative Officer at SageView
Mark HendricksonChief Administrative Officer
$13.9M
51-200
Private
<$5M
1974
TM
Timothy McCabeChief Legal Officer
$9M
11-50
Private
<$5M
1992
WM
Wendy MunsonReporting Analyst
$6.2M
11-50
Private
-
1983
Richard Durso, President & Chief Financial Officer at RTD Financial Advisors
Richard DursoPresident & Chief Financial Officer
<$5M
11-50
Private
-
2008
MR
Michelle RuppeltChief Compliance Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Retirement Plan Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Retirement Plan Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Retirement Plan Advisory Group.

Retirement Plan Advisory Group Tech Stack

A closer look at the technologies used by Retirement Plan Advisory Group

Retirement Plan Advisory Group News & Media

  • Great Gray Group Acquires Retirement Plan Advisory Group

    BOSTON--(BUSINESS WIRE)--Great Gray Group (“Great Gray” or the “Company”), an independent leader in retirement solutions and the parent company of Great Gray Trust Company, today announced that it has acquired Retirement Plan Advisory Group (“RPAG”). This strategic investment demonstrates Great Gray’s commitment to driving growth by delivering innovative products, technology and services to improve the U.S. retirement sector. Over the past twenty years, RPAG has developed a leading retirement p
  • TRAU SPARK and RPAG Partner

    JUPITER, Fla., Sept. 11, 2019 /PRNewswire/ -- TRAU and the SPARK Institute are pleased to announce a partnership with RPAG to offer their members and staff online training and certification. Started by recordkeepers in 2004 to train client facing and operational staff, SPARK, the industry...
  • Voya Offers Retail Advisors New Suite of Practice Management Resources to Grow 401(k) Plan Business

    WINDSOR, Conn.--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE:VOYA), announced today that its retail wealth management firm, Voya Financial Advisors, Inc. (VFA), is teaming up with an industry-leading 401(k) business management platform to offer VFA’s network of approximately 2,000 financial advisors a new opportunity to grow their business. As a result of this innovative partnership with RPAG, VFA advisors have access to a best-in-class support team and educational tools, which builds upon a sui
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Frequently Asked Questions Regarding Retirement Plan Advisory Group

What is Retirement Plan Advisory Group's official website?
Retirement Plan Advisory Group's official website is www.rpag.com
What is Retirement Plan Advisory Group's Revenue?
Retirement Plan Advisory Group's revenue is $13.4 Million
What is Retirement Plan Advisory Group's SIC code?
Retirement Plan Advisory Group's SIC: 62,628
What is Retirement Plan Advisory Group's NAICS code?
Retirement Plan Advisory Group's NAICS: 52,523
How many employees does Retirement Plan Advisory Group have?
Retirement Plan Advisory Group has 51-200 employees
What industry does Retirement Plan Advisory Group belong to?
Retirement Plan Advisory Group is in the industry of: Finance, Securities Trading
What is Retirement Plan Advisory Group competition?
Retirement Plan Advisory Group top competitors include: PlanMember Securities, SageView, RTD Financial Advisors, Portfolio Evaluations
What companies has Retirement Plan Advisory Group acquired?
Retirement Plan Advisory Group has acquired the companies: Retirement Plan Advisory Group
What technology does Retirement Plan Advisory Group use?
Some of the popular technologies that Retirement Plan Advisory Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, DoubleClick
How do I contact Retirement Plan Advisory Group?
Retirement Plan Advisory Group contact info: Phone number: (949) 305-3859 Website: www.rpag.com
What does Retirement Plan Advisory Group do?

Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent retirement advisors inspired to create successful outcomes by protecting plan fiduciaries and engaging plan participants. RPAG's premier practice management platform provides advisors with powerful systems and technology, compelling reports and custom investment solutions... , all surrounded by world-class training and support. RPAG supports thousands of advisors across the U.S., serving 35,000 plan sponsors, more than $350 billion in assets under influence, and over 4 million plan participants. Core practice areas include investment due diligence and fund scoring, RFPs and fee benchmarking, fiduciary compliance, employee education, financial wellness, exclusive investment solutions, intensive training, national branding, sales and marketing resources and business consulting.Read More

What are Retirement Plan Advisory Group social media links?
Retirement Plan Advisory Group Linkedin page Retirement Plan Advisory Group Twitter page Retirement Plan Advisory Group Facebook page
Is Retirement Plan Advisory Group a public company?
Retirement Plan Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Retirement Plan Advisory Group

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