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About Retirement Plan Advisory Group

Leading Edge Retirement Plan Advisors, LLC, a HUB International company, is a member of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors whose ingenuity produce enhanced value for plan sponsors and participants in qualified and non-qualified retirement plans. RPAG’s comprehensive technology platform provides full-view metrics, compliance assistance and clarity in communication. Today, RPAG is represented by over 700 member firms in 50 states, serving 65,000 sponsors with $700 billion in collective assets under advisement.

As a member of RPAG, Leading Edge Retirement Plan Advisors LLC, a HUB International company, has access to a CFA-led research team and comprehensive Investment Due Diligence and Analysis resources to help increase opportunities for employees and address fiduciary liability concerns for plan sponsors.

Selecting a Retirement Plan Advisor

Plan fiduciaries must act as prudent experts under ERISA, and are therefore held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration, and general ERISA compliance issues. Most prudent plan sponsors hire a plan consultant (advisor) to assist them in adhering to ERISA’s rigorous standards, and to assist them in meeting their objective of offering a best practice 401(k) plan to their employees. A quality retirement plan advisor will display the following atributes:

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