AUL Picks RPAG Scorecard

Retirement Plan Advisory Group, (RPAG), an independent alliance of retirement plan advisors, says that the AUL Retirement Services division of OneAmerica will use RPAG’s Scorecard System.


According to a press release, RPAG’s proprietary Scorecard Generator System was selected after a five-way competition, and was chosen “to license and deliver added bench strength in investment due diligence to its nationwide network of 35 regional sales directors.”

The Scorecard System for investment analysis is an online application which ranks more than 15,000 funds, 30 assets classes, and 65 vendor products, including open architecture.

According to the announcement, the system incorporates both quantitative and qualitative factors to evaluate fund managers and is built around straightforward zero to ten pass/fail criteria with the ability to measure Active, Passive and Asset Allocation investing strategies. AUL representatives will utilize the system internally to quickly and easily create compelling scorecard reports that showcase the competitiveness of their fund menu and provide advisors with meaningful investment analysis.

“RPAG’s reputation for setting the standard in investment due diligence is evidenced in the Scorecard System. Comprehensive, accurate, reliable and easy to use, it complements our existing systems. Scorecard will help us drive more organic growth and increase retention rates in existing plans. Training is already underway,” says Bill Yoerger, Senior Vice President, AUL Retirement Services.