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 SponsorsAs 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:
Advisor PerformanceRPAG members are some of the most respected in the retirement plan consulting industry. Here’s why:
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:
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: https://www.kestrafinancial.com/disclosures. ACR#3438308 02/21