Name: Demo: RPAG Portal
Uploaded: 2025-12-02T20:01:03.148Z
Duration: 28 min 28 s
Description: Demo: RPAG Portal

Transcript for "Demo: RPAG Portal": ado, I'd like to welcome, my colleague Brian Grimm to the stage and let him take it away. Thanks, Luke, and welcome, everyone. If you, thank you for joining us and for giving us, thirty minutes of your time today. If you know anything about RPAG, you know that we are a pretty passionate group of teams and people, passionate about driving, positive outcomes, in the retirement plan space, for advisors, for plan sponsors, for participants. So we're always excited, to meet new people who share that passion. So welcome and thank you for your time. As we look ahead for the next, thirty minutes or so, we'd like to just quickly set the stage for what what value, we hope to deliver for you. And we'd like to frame that around, this concept of opportunity. And for us, we think of opportunity in in a few different ways. First, of course, is the opportunity to grow your business and grow your practice. With tens of trillions of dollars in DC plans alone across the country, the business opportunity is is great, for advisors like you. It more specifically, when we drill down to the participant level, the opportunity to help people, not only, save but feel more confident about how they are preparing for retirement. We have a statistic here that says that, over sixty one percent of people age 50 and over, are worried that they won't have enough to to retire on. Obviously, that's a huge opportunity for those in the advisory space, and we are we model a lot of our tools, and our resources around supporting you in supporting participants get ready for retirement. And finally, we believe there's huge opportunity in helping practices and individuals run more efficiently. You're you're probably not gonna move the ball forward and achieve success, through day to day administration and manual tasks. Instead, if you can set some of those things on autopilot, bring more automation to what you do, and spend more time on actually serving your clients, and selling and and landing new business, we believe, that's the true opportunity, to operate more effectively. So we're gonna think about, things in that construct as we move forward. So just a quick overview. We're gonna give a brief, introduction to RPAG and who we are, how we do drive that growth and efficiency for our members, our thousands of members across the country. We're gonna give you a high level demo of our platform and what's in there and how it works, give you a bit of a sneak peek at some of our innovation roadmap items, things that have either rolled out recently or are coming soon, and then we'll do a quick wrap up at the end. So at RPAG, our mission, is to help, retirement plan advisors unblock growth and maximize their impact for, for those that they serve. And we deliver that, on that commitment in a number of ways. I won't go into all the details here, but we think about that across a number of different, measurements, or themes, one of which is technology, making sure that advisors have access to the data and tools that they need to run efficiently, and to bring, smart, informed, and on time insights to their, client partners. We think about that through service and support as well, making sure, that our members have the information that they need to use our tools and to activate them successfully, to manage and to grow their business. And finally, of course, we think of our community, our thousands of advisors across the country, as a real force multiplier for for our membership. Learning being able to connect and learn from, like minded peers, we have found is hugely important, which is why we're constantly bringing our community together in person or virtually, to hear from and learn from each other. So we think that, we're sure that joining us today is probably a fairly broad spectrum of advisors. So you may find yourself at one end of the spectrum or another or somewhere in between, but the the message that we hope you take away is regardless of where you are today and where you want to go, RPAG brings insights and solutions to help you, either where you are today or where you'd like to be, in the future. And that can take a number of forms. One of which is making sure that you've got the tools that are right sized for you, big or small, somewhere in between, growing. Our platform is flexible and ready to meet you where you are. We also offer a place and a portal through our membership where you can consolidate all of your data and make sure that you are operating efficiently, and seeing all the all the numbers and insights in one in one place to help you, run more effectively. We wanna help you customize your experiences, whether that's for you, your team members, your clients in terms of what they see, the branding they see, the reporting they see, making sure that the actual outputs, and the insights that are delivered from the platform are aligned with your expectations and your branding and how you want to present yourself to the market, and to your customers. And finally, of course, we'll get back to technology, but making sure, that you have the latest and greatest tools through new releases and upgrades ongoing all throughout the year. Maybe you can start to see yourself in one of these segments, maybe you're somewhere in between, maybe you have aspirations to do something differently, or better, but just as kind of a high level view of the way we can support you at any stage of your development. We think about things in terms of maybe you're an opportunist who has a smaller book of business, maybe you're not even looking to grow it but you just wanna run it more effectively so you can focus on other parts of your business and give more time in other places. Maybe you're more of a generalist who already does, manage, couple dozen, plans, but you're looking to do more. You're looking to grow that that book of business, so we can bring you a more sophisticated higher level of service, at that stage, to help you start to think about, operating more effectively, and bringing more sort of growth and insights and and kind of bring a more dynamic perspective to how you how you run. And finally, at that specialist end of the spectrum, this is where you can really, sort of expand on your relationship with RPAG and take advantage of of even more sophisticated tools to run, what might be a very large and and growing larger book of business, to help you bring that scale, and be ready for for what's next. It could it can be effective to think about, the value that RPAG brings, kind of across what we like to call the full plan life cycle. So as we as we think about a top to bottom movement here, RPAG can help you identify and win new business through five fifty searches. We'll do a little bit more of a deep dive on RFP support and pricing support. So really, sort of that uncovering and pursuit of new business. Once you've hopefully landed those new plans and new clients, the platform helps you operate more efficiently. It also helps you bring more due diligence to the way that you operate, making sure that you're covering off on those fiduciary responsibilities, making sure that all data is housed and harmonized in one place, so that you can bring really informed data driven, ideas and solutions, to your customers. So, hopefully, that sort of life cycle view, is helpful. Finally, another way to think about the the value that RPAG brings is to think about, what your what your average day might bring, the the things that you do, during the course of an average business day. So that could be things like, making sure that you are bringing, thought leadership to, your audiences, and and RPAG can provide you with some of those that content and some of that, news and insights, late breaking things that are happening in the industry so that you can bring those timely, insights and ideas to your clients. Again, those business intelligence dashboards, to help you plan and strategize. Prospecting, so that's that growth again, finding and winning new business, investment analysis and fund selection. So when you think about, looking across a wide and and always growing wider universe of of investment options, RPAG can help you sort of put your arms around all of that, assign some metrics to your different fund options and the options that are available to your plan sponsors, and, again, bring that really informed data driven perspective to them. Practice management, we talked a little bit about, the peer to peer networking and learning from each other, bouncing best practice ideas off of each other, and hearing what what peers like you are doing across the country, to overcome maybe some common challenges that you that you both are having. And finally, again, we think about, constant always on engagement with clients and participants. And, again, RPAG can provide you, with sort of that constant cadence and, waterfall of, of content and concepts to bring to those audiences. So now, I'd like to step quickly through our platform and look at some of the, the high level resources that are available, to you there. So we'll go to here. Okay. Sharing. Okay. Here we go. So I'm gonna start at the start. This is what we call our dashboard. So when you log in to our RPAG, this is the first screen that you see, and it's intended to give you a wide view of, all of the plans and activity, that are currently sort of within your practice. So, at a high level, you will see things, here on the left, which are spotlights. Those are our our sort of updates, news updates, access to timely resources refreshed regularly to make sure that you have, access to all the latest and greatest news, and you can see if there are links to new webinars or or learning opportunities from our page. You can consolidate your activities. So maybe meetings you have coming up, reminders for work you need to do. You've got a session coming up with a client that you need to prepare for. Our our platform can help you keep track of all those things so nothing falls between the cracks. You can look across what's going on, with your revenue streams, fee benchmarking information. Down here is a calendar where you can, sync up all of the activities that are going on inside your practice. And, again, make sure that when you log on and you're using our page throughout the course of the day, you're keeping those obligations and those events in mind. So if we look, just here at a couple of examples, you can see that tomorrow, for example, I might have an investment review that's due with a client. Next Thursday, I might have a target date fund suitability review. A week from tomorrow, a demo for an investment review with a client. Again, all up to you in terms of how deeply you engage with this, but again, it can be a really nice coordinating mechanism. So we we talk a lot about, providing our members with, resources and tools, and the resource center, is a is a is a robust area of the platform where we where we do just that. So if you if you click in here, these are resources that are constantly being updated and amended and with with new information, so we can see things like if you were ever and and this could run the gamut from, sort of sort of practice management and and sort of fine details to how do you use the RPAG platform most successfully for your practice. So maybe you're thinking maybe you've heard about content marketing and you're wondering, how you can activate that for your practice. We have, ideas and templates in here, that you can use, download, customize as you see fit, and activate those to kind of expand the exposure of your of your practice to your target audiences. Investment due diligence. Again, here you're gonna find resources like our quarterly market reviews, where you can get insights on what's happening across the industry and across the markets, articles and information, both for you. And then, obviously, this is information that you could share with clients and prospects as well. We have newsletters and memos along similar lines. So this is again to keep that good drum drumbeat and cadence of communication open with clients, prospects, participants, again, making sure that you don't have to go out, and sort of source all this information and and and keep this stream up yourself. But in RPAG, you have a partner who is who is doing that for you. Similarly, when you think about engaging at the participant level, we have a number of, memos and educational resources you can use, in one on one sessions and group sessions, however, you might tend to interact with your plan sponsors, clients. And, again, using using our RPAG most effectively, if you're looking for a starting place, a template, sort of an outline of a report that you want to run from the platform. We offer, many of those as well, so you have a starting place when you're starting to build those for your for your client interactions. I'd like to move over now to a client view. So this might be what you would see. This would be what you would see, when you wanted to, sort of click into and drill down into, what's going on with, a particular client of yours. So as you can see here, this is a place to capture, a lot of of relevant information about a particular client, contact information, tax ID numbers, addresses, document storage if you wanted to store meeting minutes, or or fiduciary type documents. There are places to do that as well. And down here, you're going to see, a couple of the sample plans that are associated with this client. So maybe they've got a a couple of different kinds of plans. You will see that that down here. So if you click into, let's say, the four zero one k plan, again, you will see that sort of consolidated view of, what type of plan it is, contact information, asset balances. Down here, you will see, some information that you can drill into about the plan's investments, fee structure, demographics, who's in the plan, plan design information, the adviser compensation, which can be important, and, you know, being able to run, then reports specific reports off, the investments and the information that is in here. So our scorecard feature is one of our more popular features, and this is, based on quarterly updates to, fund, information and performance information. So when you, see that every month and this is just an example. So, this is taken from nothing in particular. But each quarter, plans, you will have access at a plan level to this assessment of the various investments that are available, within that plan. And the the, the funds are scored across a variety of different data, including asset classes, risk information, allocation scores, and then you can see, sort of a quarterly trended score here. And, so, again, if you have many plans and many investments inside each of those plans, it can be a challenge to keep track of what's going on inside each of them, how they're performing relative to their peers. The scorecard is a really powerful and popular way, to be able to see that at a glance at at the plan level. Obviously, useful for you, but also useful for them, for you to bring to your, clients, as sort of that rich quarterly look at what is going on, inside the plan, and can really help inform any decisions you might be thinking about making around, the lineup of, available funds inside a plan. Or just get confirmation that, the performance that you would expect to see is what you actually are seeing inside the plan. So I'm going to go back now to the platform. So we've we've looked at the scorecard, and another functionality I would like to highlight is, PAL or our plan asset link functionality. These are these are automated tie ins with providers. So if, like, record keepers, where you can, actually look at, feeds coming directly from those partners and see, the funds that are in there, the balances associated with each fund. If you're thinking about making changes or tracking a fund lineup change, this, will give you, that view as well, for you to see, make sure that things are being mapped accordingly. But again, just a really nice, centralized view, this time thinking more from that provider, that record keeper view to make sure that everything is is tracking as you would expect it to. So we've looked at, the, scorecard, which which, can obviously give you that plan level view, and and the funds, inside of it. What we'd also like to sort of highlight here is, our target date fund analyzer. This is, again, a very popular tool among our members. Target date funds are an extremely popular option within the funds within plans. The target date fund analyzer is a way to, sort of ascertain or or get information about the alignment between different target date fund series and your plan sponsor's goals for their plans. Are are they offering the right selection of target date funds? Are you, are they aligned with the with the specifics, of the plan? And this is a tool that can give you and give your, your sponsor clients, a view, into that, as you think about either confirming what you've got or or potentially making changes. So as you can see, the way that this works, to start here is you can actually input, specific plan level information that the analyzer will then provide start to provide some, some information to help guide your decision making process. So when we think about, who's in the plan, how it operates, so we think about, you know, the, employer contributions, when we think about, particular participant behaviors and average salaries, you obviously have the option of doing ranges here, or you can do, actual dollar values if you have them. But we'll just take a look at sorts of things you can put in here, risk aversion, And just select some options here. So not looking too carefully at at what we put in, but what you can see here on the right is the assessment that as you're thinking about your target date fund options and, for participants inside the plan, the data over here might indicate in this particular instance, that a best fit target date fund risk level for consideration would be at the more aggressive end of of the spectrum. So you can save that out. You can download PDFs. And just to give a sense of what that looks like, you get a pretty robust, comparison PDF, which starts with more just kind of general overview information about target date funds if that's important, maybe to to certain plan sponsors, to understand, you know, why they should be looking carefully at this. But then it really does get down, into a more granular level to think about how different allocations and how different approaches might line up with the goals of the particular plan that you're thinking of. So, again, this is just, for comparison's sake and as an example, but you can start to see, you have the ability to select which families and series get pulled into this report, and you can start to see where those might fall, across, the RPAG risk index. There are various exposures, style boxes, all the considerations that you might want to bring to to a a sponsor to talk about target date funds. So switching back over quickly to the platform, one other feature I did want to point out was RFP Express. As we as you think about, making sure that, you have aligned the right providers with your plan sponsors, obviously, it can be a pretty tedious process to go out and gather all that information, to figure out who the different providers are, what their cost structures are. What this tool can do for you is it it pulls in, sort of up to date, real time, bid level information, from, popular providers across the country to sort of start to compare and contrast, how their fee structures and, overall fee levels, might work. So, if you wanna look at a demo client here, we'll look at that four zero one k plan. We'll run a test. And we'll choose webinar user. What this will do is start to let's say no on that. Based on the individual, information about the plan, let's say you're looking, for example, for for bundled options, it will pull in, instant quote options from all of these different providers, many of which hopefully you'll recognize as as sort of popular providers, and you can then go ahead and start to maybe select the few that might be of interest initially, and then pull that, over into a report to see at a glance how those different options compare, against one another. Again, probably more due diligence is needed from here, but this can give you a really good running or sprinting start at thinking about what your options, might be, to to present, to your clients. Okay. So I would like to, kind of click back into a couple final slides here. So hopefully what you saw was of interest. Hopefully, you you it started to scratch the surface in terms of what RPAG can do. We do like to say that we're never standing still here. So just to give you a bit of a sneak peek at some of the things that have recently come to the platform or are coming to the platform, that target date fund analyzer actually just got smarter and better. You can bring in more participant level data and look at fit and mismatch information with actual demographics of each plan. We have an on platform AI powered support bot that's going to be, coming to the platform actually in the next couple of weeks. We're very excited about that. And then finally, we're continuing to look at and implement, new ways to bring in that rich participant level data, so that the insights you can bring to your clients are really tailored, to every plan, individually. Of course, we always like to say that the proof is in the numbers. This is just a quick look across some of, the the key statistics for RPAG. We've got, about one and a quarter trillion dollars, in, assets under, sort of managed within the the platform or by the plans that are, that are on the platform. That covers a 120,000, plans nationwide or about 10,000,000 participants, and it is all tied up in that one, singular and centralized technology platform. And there are, you know, dozens of people, who are here at RPAG who serve as resources, and and experts for our, for our clients. So hopefully, this has given you a sense of, how RPAG can help you grow your business, help you support, your plan sponsors and participants along their, journeys, and operate operate your practice more efficiently. Again, this is just that sort of that high level view. And that's about it. So thank you, again for joining us today, and for giving us a half hour of your time, and we look forward to, to speaking more with you.