RPAG is a technology and research platform designed to support advisors in delivering best-in-class corporate retirement plan solutions and wealth advisory services. It provides benchmarking, investment due diligence, plan design tools, and fiduciary documentation, giving our teams a robust foundation for serving corporate clients and individual investors with confidence and precision.
At Balefire, RPAG is our central research and analytics resource for Corporate Solutions and Wealth Advisory, equipping advisors with institutional-grade data, compliance support, and fiduciary oversight.
Usage: How We Use RPAG
RPAG enhances our advisory process by providing deep analytics and customizable reporting across retirement plan and wealth management engagements. It supports our ability to benchmark plans, evaluate investment performance, and meet fiduciary obligations, ensuring that both corporate sponsors and individual clients receive transparent and objective advice.
- Corporate Retirement Plan Services:
Used to design, monitor, and benchmark corporate retirement plans, ensuring plan sponsors meet fiduciary responsibilities while delivering optimal outcomes for participants. - Wealth Advisory:
Provides robust investment research, model portfolios, and analytics to support advisors in constructing and monitoring investment strategies for individuals and families. - Fiduciary Documentation:
Generates compliant reports and meeting minutes that protect plan sponsors and our firm, while clearly documenting decisions and processes. - Investment Due Diligence: Access to institutional-grade research, monitoring, and scoring methodology for mutual funds, ETFs, and collective trusts.
- Plan Benchmarking Tools: Compare retirement plans against industry peers, including fees, design, and participant outcomes.
- Fiduciary Vault: Secure, automated storage for reports, compliance documentation, and fiduciary meeting minutes.
- Customizable Reports: White-labeled participant, sponsor, and investment reports tailored for each client.
- Model Portfolios: Pre-built and customizable portfolios aligned with risk tolerance, glide paths, and investment philosophy.
- Proposal & RFP Support: Tools to streamline plan proposal creation, side-by-side comparisons, and vendor selection.
- Integration with Wealth Advisory: Leverages research across retirement and private wealth engagements for a consistent and high-quality client experience.