Retirement Plan Advisory Group
Independent Benefit Services (iBEN) is a member of Retirement Plan Advisory Group (RPAG). That’s a valuable distinction for our company — and a vital advantage
for our clients.
RPAG is a well-established alliance of accomplished advisors whose intelligence and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans. You get the objectivity and attention of an independent advisor with the strength and resources of a national leader.
On Benefits to Sponsor
As the nation’s largest provider of retirement plan consulting for practice management, RPAG works alongside iBEN to empower and equip our practice with client research, tools and delivery systems that produce measurable results.
For you, it means the welcomed confidence of:
- 360° metrics on investment due diligence, plan compliance, and fee and service benchmarking
- Shared knowledge, applied analysis
- Non-alignment with any single plan provider for impartial, objective, balanced advice
On Advisor Performance
RPAG Advisors are the intelligentsia of retirement plan consulting, recognized each year on industry lists that include the Top 300 Most Influential and Top 20 Rising Stars.
Here’s why:
- Strategic and tactical expertise above industry standard
- Professional energy, efficiency and effectiveness
- Inspired to listen, understand, interact in a meaningful way
- Deliver best practices and execute with discipline
On National Impact
- 370 subscribing firms with 740 independent advisors united in a get-it-done culture
- Extensive presence in 45 states with national brand reach and reputation
- $86 billion in collective assets under advisement; 21,000 plans under meticulous care
- Seasoned management team awarded for excellence
On Technology Resources
Your iBEN Advisor maintains full plan accountability through
detailed systems and procedures governed by RPAG’s robust
technology platform. When kept closely informed, you are free to concentrate on the needs of workplace populations.
Count on these technology benefits:
- Fiduciary Fitness ProgramTM for holistic plan compliance; protected fiduciaries and prepared plan participants
- Proprietary ScorecardSM System to deliver metrics on fund performance, fund managers, and investment mix
- 24/7 access to Fiduciary BriefcaseTM virtual online portal for detailed perspective on plan performance