Deals & People January 31, 2012

Retirement Plan Advisory Group Forms Alliance with National Planning Holdings

Retirement Plan Advisory Group (RPAG) formed an alliance with National Planning Holdings Inc. (NPH) to provide access to its network of registered representatives looking to grow their retirement plan business. 
Reported by

According to the agreement, NPH representatives will have access to RPAG’s technology, tools and training, designed to help advisers quickly and efficiently build their practice and achieve a competitive advantage in the retirement plan marketplace. Components of the RPAG platform include:

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  •  Investment ScorecardSystem for fund ranking;
  •  e401k Proposal for on-demand RFP and fee benchmarkings;
  •  Fiduciary Fitness Program for plan compliance review;
  •  Compensation Calculator for adviser pricing models;
  •  Monthly employer newsletters and legislative updates for client communication;
  •  Marketing webinars and other prospecting tools to build adviser pipelines; and
  • Comprehensive Video Learning Centerfor practice management mastery.       
Deals & People January 31, 2012

Pensionmark Expands to Indiana

Pensionmark Retirement Group opened an office in Fort Wayne, Indiana.  
Reported by

Tony Winkeljohn and his team at Retirement Plan Advisors Inc. joined Pensionmark Retirement Group in early January, creating Pensionmark Fort Wayne, Indiana. The affiliation allows Winkeljohn and his team to maintain an independent business model while providing the infrastructure, marketing tools and support of Pensionmark.

Winkeljohn is the managing director of Pensionmark Fort Wayne, Indiana.

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