STRATEGIC RESOURCES
Our Strategic Resources
Our internal team keeps us strong, but our community is only as good as our external network. We are especially proud to maintain relationships these strategic resources:
- Retirement Plan Advisory Group (Membership)National Association Of Plan Advisors (Membership)
Founded in 2004, RPAG® supports thousands of advisors across the country. Together, this network manages an immense amount of assets and provides services to an extensive amount of plan sponsors and participants. Core practice areas include retirement plan investment scoring, fee benchmarking, financial wellness, fiduciary education, collective investment trusts (CITs), target date funds (TDFs), sales and marketing solutions, and much, much more! RPAG supports thousands of advisors across the U.S., serving over 115K Retirement Plans, more than $1.5 Trillion in assets under influence, and 10 million+ plan participants. (Data as of 8.11.2025 per RPAG website)
The National Association of Plan Advisors (NAPA) is the only advocacy group created by and for retirement plan advisors exclusively focused on the issues that matter to retirement plan advisors.
As a professional society, NAPA is uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans:
- The retirement industry is in transition and NAPA is a leader for positive change.
- NAPA’s core purpose is to enhance retirement security in America.
- NAPA members focus on providing high quality, professional advice to retirement plans and/or their participants.
- NAPA members are committed to leading the transition to a more transparent, effective, professionally governed retirement system.
- NAPA members may serve as either fiduciaries or non-fiduciaries, but are committed to clearly disclosing their fiduciary or non-fiduciary status to their ERISA retirement plan clients.
- NAPA members pledge to comply with all requirements relating to retirement plans that are or will be required by the SEC, DOL, or any other governing agencies.
- NAPA members pledge to maintain ethical standards in their representation of plan sponsor and participant clients and will strive to service them under a process that puts their clients’ interests first.