Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Products November 2, 2010
RPAG Renovates Adviser Web site
The Retirement Plan Advisory Group (RPAG) updated its adviser-centric Web site, Knowledge Center, with improved navigation and document storage.
Reported by Nicole Bliman
RPAG, an independent retirement plan practice management firm and a subsidiary of National Financial Partners, announced the following improvements to the site:
- New titles for Header tabs, intended to mimic adviser’s sales and service processes
- Categorizes resources by samples, checklists, templates, articles & information, and training presentations
- Audited documents to include branding updates
- Re-organized Quick Links on the homepage for platform applications such as the Scorecard Generator and Compensation Calculator
- An expanded Newsletter section
“RPAG is committed to providing our advisers with world class tools, technology and training that allows them to be more effective in their day to day practice,” says Jami Chapman, Chief Operations Officer for RPAG. “The Knowledge Center aggregates all of the key elements of our practice management platform so our members work smarter, not harder,” he added.
You Might Also Like:
2023 Retirement Plan Adviser of the Year Finalists
Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.
CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...
What Plan Sponsors Should Expect From a Retirement Plan Adviser
As plan sponsors look to evaluate their relationship with their financial advisers, experts say it is critical that advisers understand...