First Harbor

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{ STRATEGIC PARTNERS }

	United Benefit Advisors
	Securities America
	Retirement Plan Advisory Group (RPAG)

Retirement Plan Advisory Group (RPAG)

Employers place high value on performance and trust in a relationship. That's why we joined Retirement Plan Advisory Group - to offer with conviction the clearest choice in retirement plan consulting. RPAG is a well-established alliance of accomplished advisors whose intelligence and ingenuity combine to create tangible value for sponsors and participants of qualified and non qualified retirement plans.

Benefits to the Employers

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

National Impact

295 subscribing firms with 700 independent advisors united in a get-it-done culture
Extensive presence in 45 states with national brand reach and reputation
$60 billion in collective assets under advisement; 18,000 plans under meticulous care

Technology Resources

We maintain full plan accountability through detailed systems and procedures governed by our robust technology platform. When kept closely informed, you are free to concentrate on the needs of workplace populations. Count on these technology benefits:

Proprietary Scorecard^SM System to deliver metrics on fund performance, fund managers, and investment mix
Fiduciary Fitness Program^TM for holistic plan compliance; protected fiduciaries and prepared plan participants.
E401k Proposal Program^SM system that delivers thorough benchmarking of vendor fees and services

"Our experience with First Harbor has been nothing but positive. Even though we've ridden some strong waves financially over the past few decades, we always feel our finances are being handled by a steady hand and wise counsel--in that knowledge, we feel confident. "

Gerald and Susan Livingston,
Individual client for over 10 years

713-984-6310
INFO@FIRSTHARBOR.COM

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. First Harbor., United Benefits Advisors and Securities America, Inc. are unaffiliated.