Does anyone have thoughts on RPAG? Is it worth the cost? Is there something better?

Posting as :
works at
You are currently posting as works at

I use Morningstar workstation and Fi360. Didnt spend the money and I didnt see the value add.

like

Is a very solid platform, I recommend it. The simple reality is far to many advisors in the qualified marketplace are part time and don’t actually help the plan sponsors with their fiduciary liability. If your getting in the segment and are doing it seriously it is almost a necessity.

like

What is that.

It’s a ratings software Retirement Plan Advisory Group. It has a bunch of services to look at benchmarking, Fiduciary preparedness, fund evaluation, and plan design info. Just don’t think it’s a better ‘mouse-trap’ - just re-delivering what other software does. Could work for some if you don’t current use any software package.

I used to use them for several years and it wasn't about the cost it was more about the fact that you do not have exclusivity as they tell you. I found out there were four other people in my building using it.

Related Posts

What's your favorite electronic health record? We have Cerner and while I like it- I've heard better things about other EMRs.

like

I’ll be asking my last job for a letter of recommendation but I’m not sure who to ask. My boss, who is lovely and would write an amazing LOR. Or my boss's boss who would put minimal effort in but it would have more weight.

like

I have been approached by 3 separate HR people at a startup company to interview for a position. I already have a fulltime job that pays well and I only started 6 months ago too. Anyways, the pay was intriguing and the job was a high level scientific advisor so I did interviews. At the last interview, at the end I was told the job was for management but I prepared for a different kind of interview. I am waiting for an offer or rejection letter. I feel peeved that they wasted my time. Red flags?

Are any members of this group producers at an independent agency?

like

Hello fishes
Need 11 likes to enable DM
Please help🙏
Thanks in advance 😊

like
like
like

Is case prep tutoring worth it?

helpful

are there any engineering fields that you can get an online degree in?

like

Hii guys, need 11 likes to dm. 😊 Thanks

like

Folks, what is the downside of it filing I-140 and I-485 together?
Does it matter if you're PD is curreny or retrogressed?

like

Is there a way to practice L&E in the government realm? If so what’s a good way to find these positions? Thanks!

like

Hi @AIRBUS fishes, Can someone throw some light on the the different grades/designations ? I see E4 , Technology Lead mentioned in my offer letter.

like

Hi. Looking to transition out of consulting.

3+ years of HR Transformation including HRIS Analysis.
2+ years of Strategy and Operations

Interested in HR Transformation, Human Capital, DE&I, and Strategy & Operations.

Could someone point me in a new direction?

like

Hi,
I have an offer with Citi, initially it was hybrid model and looks like they are moving back to wfo.. they told only now and I dont have any other offer in hand. due to personal constraints I need wfh or some flexibility types, but they seem a bit rigid as its not in their policy..
Is it good to join and then try pushing them for wfh.. or search for another offer..? 16 yoe, PM...

How much maersk pays for 17 yrs of exp ?

What is a typical salary for a Revenue Cloud Solution architect? (At Salesforce and at partners)

like

Would you move to NYC if you found a job there and can afford the lifestyle / rent? Not sure if I should do it, GF would rather stay here.. any advice?

like

Heard a lot about ordinarys products. Any specific profuct that you swear by?

like

Additional Posts in Retirement Plan Advisors

What are you doing to ensure profitability for small plans with limited comp?

Which firms do good actuarial work for cash balance plans?

I’m 9 years in. Currently taking the educational requirement for CFP through American College. I feel like I can’t focus because I am not really learning anything. Any tips to keep eyes on prize?

like

Please ask more to join. Would like to get some more feedback from other Retirement Plan Consultants. For example:

What recordkeepers do you find to be easiest to work with and hardest to work with?

Wondering what the industry average is for a client facing support role to a 401k Advisor? We help with 80 401k plans with assets over $250 million. I have my series 65 license and I feel as if I am under compensated for my experience and being a licensed rep. I have been with the group for 2.5 years now. Thanks!

Hi all- new to fishbowl. Not really sure how to use and explore the app yet but I saw this bowl and figured I would introduce myself. I am a wholesaler for 401K and I am able to partner with advisors who currently uncover 401K opportunities or are looking to learn how to. Reply if you are an advisor in the NYC area and interested in learning about how to expand your business.

likeuplifting

With interest rates rising, I Bonds are back in the discussion. Thoughts?

Are u allowed to be an insurance agent while at PwC

like

What’s your tax strategy to minimize self employment taxes?

like

Coming up on my annual review and I'm curious about salary ranges for those who work with 401(k)+ plans. I'm a CPFA, series 65, and previously held 6&63. I advise plans on investment selection, plan design, IPS creation, and meet with participants individually as well.

like

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you ?

Best place to work as a retirement consultant? Empower, Fidelity, Vanguard, T. Rowe, Lincoln, etc? New to field and want to get a sense of where my salary is at compared to competitors.

likehelpful

Does anyone partner with any 401(k) robo-advisors like Guideline, Vestwell, Human Interest, Ubiquity, etc.? How are they compared to more established 401(k) providers? Pros/cons to any or all?

like

Welcome to the Retirement Plan Advisors Bowl. The goal is to give advisors of Retirement Plans a place to discuss the challenges, opportunities, and daily ins and outs of working with all types of employer sponsored retirement plans.

like

For those who cold call on 401k plans, what is your approach?

like

So... how can I become more involved with MEPs?

How is everyone approaching educating current and potential clients on the Secure Act?

like

Hi all! We are looking for help with our retirement plan team! Looking for coordinators to assist with managing the plans. Offices in many locations. If you know of anyone, message me!

likesmart

Looking for whole life insurance. Who is better Mass Mutual or Northwestern or NY life?

like

Are y’all finding that HR is preoccupied with Coronavirus and not the (k) plan?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal