Veronica Lee Email

Chief Relations Officer . RPAG

Current Roles

Employees:
49
Revenue:
$8.2M
About
Retirement Plan Advisory Group (RPAG) is an exclusive alliance of independent advisors inspired by an uncommon purpose: Serve the retirement goals of sponsors and participants in qualified and non-qualified plans with a high standard of excellence in consulting and technology through the industry’s leading practice management platform. In doing so, advisor-members reach their goals of business growth and significance. Today, RPAG is represented by 450 member firms, totaling 2,500 advisors across the US, serving 40,000 sponsors and with $400 billion in assets under advisement. Core practice areas include investment due diligence and fund ranking, RFPs & fee benchmarkings, fiduciary compliance, employee education, intensive training, national branding, sales and marketing resources and business consulting. To learn more, visit http://www.rpag.com
RPAG Address
120 Vantis
Aliso Viejo, CA

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