Broker Check

Retirement Plan Advisory Group (RPAG)

Our relationship with RPAG

Plan sponsors place high value on performance and trust in a relationship. That’s why Defined Plan Advisors is a member of the Retirement Plan Advisory Group (RPAG) - to offer with conviction one of the clearest choices in retirement plan consulting firms. Defined Plan Advisors is a member of one of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.

Benefits to Plan Sponsors
As one of the nation’s largest providers of practice management resources for retirement plan consultants, RPAG works alongside Defined Plan Advisors to help empower and equip their practice with research, technology and delivery systems that produce measurable results. For you, it can mean the welcomed confidence of:

  • 360° metrics on investment due diligence, plan compliance, and fee benchmarking
  • Shared knowledge and applied analysis
  • Non-alignment with any single plan provider for impartial, objective, and balanced advisory services

Advisor Performance
RPAG members are some of the most respected in the retirement plan consulting industry. Here’s why:

  • Strategic and tactical expertise above industry standards
  • Professional energy, efficiency and effectiveness
  • Inspired to listen, understand, interact in a meaningful way
  • Deliver best practices and execute with discipline

RPAG Resources
Defined Plan Advisors maintains full plan accountability through RPAG’s advanced systems and processes that are governed by a robust technology platform. The RPAG platform is utilized by over 2,000 member firms that collectively account for over $700 billion in assets under influence as of January 1, 2021 and service over 65,000 plans. Count on these technology benefits:

  • Proprietary Scorecard System™ delivers quantitative and qualitative metrics on the entire universe of 25,000+ funds and dozens of investment platforms
  • Fiduciary Fitness Program for holistic plan compliance to better protect fiduciaries and prepare plan participants
  • Provider Analysis™ for unparalleled fee, service and investment benchmarking of over 100 service providers
  • 24/7 access to detailed plan performance reports through the Fiduciary Briefcase virtual online portal


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Defined Plan Advisors or Retirement Plan Advisory Group. Investor Disclosures: ACR#3438308 02/21

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