Retirement Plan Advisory Group (RPAG)

The Employer Plan Consulting and Employer Plan Supervision teams use the Retirement Plan Advisory Group tools (RPAG) to pull reports and monitor all Employer Plans managed by Osaic advisors.

RPAG is the industry’s leading retirement plan practice management platform designed for elite advisors and institutions. Osaic has packaged RPAG's resources together to ensure our financial professionals receive maximum savings and best-in-class experience.

In addition to Lite access (available to all advisors), Osaic also offers RPAG subscription models (available at a significant discount from the street rate) so that advisors can customize their own reports and set up service plans for their employer plan business.

Interested in learning more about how RPAG can help you manage and grow your employer plan business? Send an email to employerplans@osaic.com and request a demo.

The RPAG Scorecard System Resources

The RPAG Scorecard System™ provides a proven process to monitor and evaluate fund manager and investment strategies. The objectives of the Scorecard System are to identify skillful managers, enhance investment opportunities, manage and control risk, and minimize exposure to fiduciary liability.

RPAG Scorecard System™ Methodology
RPAG Scorecard System™ Frequently Asked Questions
RPAG Scorecard System™ Cheat Sheet

RPAG Sample Reports

All RPAG systems, including investment scoring, fee benchmarking, live-bid RFP, fiduciary governance, financial wellness and more are accessible in one place. Not only is RPAG simple to use, but it also offers a wide range of flexibility in building reports. See below for a sample library of RPAG reports.

Investment Policy Statement
Fiduciary Investment Review
PlanFees Prism Benchmark
PlanFees Prism 365 Benchmark
RFP Express Report

RPAG Membership Resources

Interested in upgrading your RPAG access? Osaic's RPAG membership packages are designed to accommodate your unique and specific needs.

RPAG Overview
RPAG Member Tiers and Costs
Employer Plan Sales Accelerator
RPAG Member Investment Capabilities Statement

Get in touch

Employer Plan Consulting
Phone: 800-558-7735, Option 5
employerplans@osaic.com
Book time with a consultant

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

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