Retirement Plan Services












Retirement Plan Consulting Services (RPCS)

Trillions of dollars are in play in the retirement plans marketplace. Part of Advisor Group’s dynamic new sales organization, RPCS provides the focused support and concrete tools advisors need to thrive in the retirement plans marketplace.

Consulting Resources

  • Easy-to-interpret updates on regulations and legistlation

  • Proactive, holistic sales support and expert advice

  • Advanced Planning

  • Plan Design Support

Best-in-Class Technology Tools

  • State-of-the-art fee benchmarking

  • RFP comparison

  • Investment analytics

  • Compliance tools

  • Client sharing data vault

  • Compliance with ERISA's 408(b)(2) Rule

  • Comprehensive reporting capabilities

  • Automatic monthly downloads on all plan data

Innovatve Technologies available via AXIS, ENVESTNET, Castle Rock Innovations and Retirement Plan Advisory Group.