Objectivity and Attention of an Independent Advisor, Strength and Resources of a National Leader

Plan sponsors place high value on performance and trust in a relationship. That’s why Pinnacle Fiduciary Consulting Group joined Retirement Plan Advisory Group—to offer with conviction the clearest choice in retirement plan consulting firms. Pinnacle Fiduciary Consulting Group is a member of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.

Benefits to Plan Sponsors

As the nation’s largest provider of practice management resources for retirement plan consultants, RPAG works alongside Pinnacle Fiduciary Consulting Group to empower and equip their practice with research, technology and delivery systems that produce measurable results. For you, it means the welcomed confidence of:

  • 360° metrics on investment due diligence, plan compliance, and fee benchmarking
  • Shared knowledge and applied analysis
  • Non-alignment with any single plan provider for impartial, objective, and balanced advisory services

Advisor Performance

RPAG Members are some of the most respected in the retirement plan consulting industry, recognized each year on industry lists that include the Top 300 Most Influential and Top 20 Rising Stars. Here’s why:

  • Strategic and tactical expertise above industry standards
  • Professional energy, efficiency and effectiveness
  • Inspired to listen, understand, interact in a meaningful way
  • Deliver best practices and execute with discipline

RPAG Resources

Pinnacle Fiduciary Consulting Group maintains full plan accountability through RPAG’s advanced systems and processes that are governed by a robust technology platform. The RPAG platform is utilized by over 500 member firms that collectively account for over $100 billion in assets under influence and service over 25,000 plans. Count on these technology benefits:

  • Proprietary Scorecard℠ System delivers quantitative and qualitative metrics on the entire universe of 25,000+ funds and dozens of investment platforms
  • Fiduciary Fitness Program™ for holistic plan compliance to better protect fiduciaries and prepare plan participants
  • B3 Provider Analysis℠ for unparalleled fee, service and investment benchmarking of over 100 service providers
  • 24/7 access to detailed plan performance reports through theFiduciary Briefcase™ virtual online portal

ASPPA

Is there an ASPPA member on your retirement planning team?  If not, learn why there should be.