Financial Advisor Resources
Investment professionals play an essential role at RPG. By offering their financial expertise to our clients’ company Retirement Accounts, investment professionals ensure that our clients’ retirement savings grow steadily helping to achieve their goals.
Tools that help you build and scale a retirement plan practice
Beyond plan administration, RPG provides complimentary resources that give advisors a real edge—from prospecting new plans, to benchmarking and managing existing ones.
Plan Prospecting & 5500 Data
Access Form 5500 data on 700,000+ plans. Filter by location, size, industry, and provider.
Fee Benchmarking
We benchmark total plan fees against industry data. RPGFocus clients consistently fall in the lower percentiles.
RPGFocus Advisor Portal
Review cumulative data across all plans: global reporting, participant search, and investment monitoring.
Custom Proposal Generation
Electronically generate custom proposals accounting for fee analysis, plan design, consultation, and co-branded output.
Fund screening & Investment
Access fund and ETF research, performance tools, and asset allocation models.
Calculators & Education
Benefit from retirement calculators, CE courses, co-branded flyers, and our Advisor Connect video series.