Associate Wisely
We are proud to be a member of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors whose intelligence and ingenuity produce enhanced value for sponsors and participants in qualified and non-qualified plans. RPAG’s acclaimed technology platform outranks the industry in full-view metrics, safety-net compliance and clarity in communication. Today, RPAG is represented by over 300 member firms in 45 states, serving 18,000 sponsors with $60 billion in collective assets under advisement.
As a member of RPAG, we have access to a CFA-led research team and comprehensive Investment Due Diligence and Analysis resources to help increase opportunities for employees and address fiduciary liability concerns for plan sponsors.

Key Attributes

• RPAG’s CFA-led investment research team monitors the entire mutual fund universe, and uses MPI Stylus® for its portfolio analytics.
• The ScorecardSM System ranks more than 20,000 funds across 36 asset classes and 65 vendor products, including Open Architecture.
• RPAG routinely meets with investment managers at their home offices as well as our Orange County headquarters, to facilitate the qualitative analysis of the due diligence process. This information is disseminated to RPAG advisors via quarterly webinars and conference calls.
• The due diligence process includes Investment Policy Statement creation and review; quarterly Market Summaries; and transition assistance when terminating/hiring a fund manager.
• Through affiliation, we can offer our clients access to RPAG’s secure online Fiduciary Briefcase, which allows committee members to access investment reports 24/7.
• RPAG’s due diligence process can be applied to 401(k), 403(b), 457, Non-Qualified and Defined Benefit plans ranging from $1,000,000 to $1,000,000,000+.