Products April 14, 2009

Retirement Plan Advisory Group Launches Fiduciary Fitness Program

Retirement Plan Advisory Group (RPAG), an affiliate of 401(k) Advisors, announced the launch of its latest offering for adviser members.
Reported by
Designed exclusively for RPAG members, The Fiduciary Fitness Program delivers resources to “identify potential plan weaknesses and restore plans to full compliance through education, diligence and process,” according to the firm.
The Fiduciary Fitness Program consists of 12 modules including:
  • fiduciary responsibility
  • liability
  • prohibited transactions
  • minimizing risk
  • investment policy
  • fees and expenses
  • participant-directed accounts
  • employer security and property
  • blackout periods
  • auto arrangements, claims, and appeals.
The first training program is scheduled for April 20 and 21 in Alisa Viejo, California, and is inclusive to RPAG membership. The next program training is scheduled for May 5 to 7, with another series planned for July.

Along with The Fiduciary Fitness Program, RPAG members access a technology-driven platform of specialized tools and services to support retirement plan, RPAG said. Adviser benefits include an exclusive MarketIngenuity Plan with national advertising, client communication, adviser portal, proprietary Fiduciary Briefcase for online administration, and more.

RPAG has more than 250 subscribing firms, and 600 advisers in 45 states, and the District of Columbia. Collectively, RPAG members serve 14,000 qualified plans, with $39 billion in assets under advisement, according to a press release. RPAG’s parent company, 401(k) Advisors, maintains offices in the Southeast, Midwest, and Northeast.

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More information is available at www.retirementplanadvisorygroup.com.

 

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