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 Benefit Concepts, Inc.
Kestra Investment Services, LLC
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 one of the clearest choices 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 broad based and balance advisory services.
National Impact
  • Over 465 subscribing firms with 900 plus independent advisors united in a get-it-done culture
  • Extensive presence in 45 states with national brand reach and reputation
  • As of the last update from 2015 over $150 billion in collective assets under advisement; serving more than 28,000 plans
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 ScorecardSM System to deliver metrics on fund performance, fund managers, and investment mix
  • Fiduciary Fitness ProgramTM for holistic plan compliance; protected fiduciaries and prepared plan participants.
  • E401k Proposal ProgramSM system that delivers thorough benchmarking of vendor fees and services
 


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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with First Harbor or any other entity listed on this website.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.