- fiduciary responsibility
- prohibited transactions
- minimizing risk
- investment policy
- fees and expenses
- participant-directed accounts
- employer security and property
- blackout periods
- auto arrangements, claims, and appeals.
Along with The Fiduciary Fitness Program, RPAG members access a technology-driven platform of specialized tools and services to support retirement plan, RPAG said. Adviser benefits include an exclusive MarketIngenuity Plan with national advertising, client communication, adviser portal, proprietary Fiduciary Briefcase for online administration, and more.
RPAG has more than 250 subscribing firms, and 600 advisers in 45 states, and the District of Columbia. Collectively, RPAG members serve 14,000 qualified plans, with $39 billion in assets under advisement, according to a press release. RPAG’s parent company, 401(k) Advisors, maintains offices in the Southeast, Midwest, and Northeast.
More information is available at www.retirementplanadvisorygroup.com.