The Retirement Plan Advisor Institute (RPAI), an esteemed private membership organization, caters to the most reputable retirement plan advisor firms (RPA), premier fund manager firms, and service providers within the retirement landscape. Our paramount objective is to assemble the foremost plan advisors from across North America, orchestrating intellectually stimulating roundtable discussions that foster profound contemplation.

By curating purposeful collaborative environments, we adeptly unite influential senior decision-makers from all corners of the United States. Through expert-led panel discussions, captivating presentations, distinguished guest speakers, and timely market research, the RPAI spearheads innovation within the ever-evolving realm of the retirement industry. Our mission is to empower RPAs to make informed investment decisions and discerning practice management choices that optimize the well-being of their esteemed clientele.

The RPA Institute:

• Collaborates with the esteemed Plan Advisor Advisory Board, comprised of senior executives from the nation's most pioneering and accomplished RPAs, to ensure the provision of cutting-edge and pertinent content throughout the year, specifically crafted "by RPAs for RPAs."
• Facilitates supporting members in cultivating enduring relationships with influential decision-makers representing the nation's premier RPAs. This invaluable network expedites the sales cycle, resulting in significant cost savings in client acquisition and servicing. Additionally, it enables a deeper comprehension of clients' evolving needs.
• Assesses new and innovative investment strategies, products, and vehicles that effectively preserve and enhance the portfolios of underlying clients, aligning seamlessly with specific Defined Benefits or Defined Contribution frameworks.

• Provides comprehensive guidance on firm management practices to retirement plan advisors, encompassing various aspects such as technology innovation, expansion into wealth management, strategic hiring, and effective business building and management strategies.

   

Become a Supporting Member