ERISA Fiduciary Advisors cited access to technology, systems and training as deciding factors in the partnership with RPAG. The consulting and advisory firm, based in Ft. Lauderdale, Florida, said it would use RPAG’s retirement plan consulting tools and resources to expand its practice.
RPAG members can access a technology-driven platform of proprietary systems and services to support qualified and non-qualified retirement plans. The firm’s holistic approach to retirement plan consulting allows advisers to effectively and efficiently serve the needs of plan sponsors with precision, care and consistency, according to Nick Della Vedova, president of RPAG.
“The bottom line for us was the ability to retain our independence while benefiting from back office support and technology we could never duplicate on our own,” said Brad Larsen, executive vice president of ERISA Fiduciary Advisors.
ERISA Fiduciary Advisors is an independent, fee-based registered investment advisory (RIA) and retirement plan consulting firm that focuses on mid-sized institutional retirement plans.
Retirement Plan Advisory Group is the largest practice management platform for defined contribution advisers in the U.S., representing 485 independent members that collectively manage in excess of $115 billion in retirement plan assets.