What We Do.

We provide partnership and support business owners and employees need to confidently navigate the complexities of retirement solutions. Our team has expertise in plan consulting and a deep understanding of fiduciary responsibilities. From plan design to compliance and ongoing management, we help simplify the process, enabling business owners and their employees to focus on their day-to-day responsibilities.

Make an Appointment

SCOPE OF SERVICES

Plan Design

Tailoring retirement plans to meet your organization's unique goals and employee needs.

Provider Selection and Management

Recommending and managing the best plan providers for seamless administration.

Fiduciary Support

Providing expert fiduciary guidance to ensure compliance and protect your plan's integrity.

Participant Education

Empowering employees with the knowledge to make informed retirement decisions.

Investment Committee Meetings

Facilitating strategic meetings to align your plan's investments with your goals.

Personal Financial Planning & Wealth Management Solutions

Offering comprehensive financial planning to help employees maximize their financial potential.

Retirement Plan Advisory Group (RPAG)

ARG is a member of one of the nation’s leading alliances of retirement plan advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans. ARG is a member of one of the nation’s leading alliances of retirement plan advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.

Benefits to You

As one of the nation’s largest providers of practice management resources for retirement plan consultants, RPAG works alongside us to provide you with the welcomed confidence of:

360° metrics on investment due diligence, plan compliance, and fee benchmarking
Shared knowledge and applied analysis
Non-alignment with any single plan provider for impartial, objective, and balanced advisory services

RPAG Resources

ARG maintains full plan accountability through RPAG's advanced systems and processes that are governed by a robust technology platform.

Proprietary Scorecard System delivers quantitative and qualitative metrics on the entire universe of 100,000+ funds and dozens of investment platforms.
Provider Analysis for unparalleled fee, service, and investment benchmarking of over 100 service providers.
24/7 access to detailed plan performance reports through the Fiduciary Briefcase virtual online portal.

By choosing ARG, you're not just managing a retirement plan—you’re providing your employees with the tools they need for a secure financial future, while ensuring your company stays compliant, cost-efficient, and well-supported. Let us help you build a plan that works for everyone.