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A Superior Collective Investment Trust Onboarding Experience.
A Superior Collective Investment Trust Onboarding Experience.
The RPAG National Conference continues to be a cornerstone event for retirement plan advisors, and this year’s gathering in Chicago was no exception. From strategic insights to product innovation, the conference delivered meaningful takeaways that will shape how advisors will serve plan sponsors and participants in the year ahead.
Here are five key themes that stood out to our team:
One of the most resounding messages from RPAG leadership was the importance of advisor feedback. It’s not just welcomed; it’s foundational. RPAG is actively investing in platform enhancements and technology upgrades based directly on advisor input. From streamlining workflows and enhancing the platform to improving the National Conference experience, the organization is listening and acting. If you haven’t shared your thoughts, now is the time. Your voice matters, and it’s helping shape the future of the RPAG platform.
RPAG’s commitment to delivering value through exclusively priced share classes was reinforced with news that more exclusively priced CITs with Great Gray as trustee are on the way. This expansion is a direct result of advisor feedback and demand. CITs continue to gain traction for their cost-efficiency and transparency (link to blog), and RPAG is delivering solutions that help advisors differentiate their practice and deliver enhanced value to plan sponsors.
Jason Levy, Senior Counsel at Great Gray Group, moderated a panel titled “From 3(21) to 3(38): What Changes, What Doesn’t, and Why It Matters.” Joined by top advisors Sarah Keibler and Brian Hanna, the session explored the benefits of the 3(38) fiduciary model—also known as Outsourced Chief Investment Officer (OCIO) services. In short, the 3(38) model offers lower costs, greater efficiency, and a more balanced fiduciary structure between advisors and plan sponsors. It’s a model every 401(k) plan advisor should consider.
RPAG is making strategic investments in its current premium marketing support offering, as well as the launch of its Marketing Accelerator Pilot Program. This initiative offers hands-on coaching, personalized deliverables, and ongoing support with RPAG’s in-house B2B marketing experts. As for Premium Marketing investments, RPAG members can expect enhanced webinars, new marketing assets, and enhanced email drip campaigns to help grow their practice. Review the Brand Toolkit for RPAG members here (link).
RPAG’s Product and Technology teams shared updates on new investments in artificial intelligence, chatbot development, and APIs. These enhancements are designed to improve platform functionality and your member experience. Again, these innovations are being driven by advisor feedback, reinforcing RPAG’s commitment to building tools that meet real-world needs for advisors.
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If you didn’t get a chance to meet with a Great Gray Trust Company Qualified Plan Strategist on-site, we’d welcome the opportunity to connect. Schedule a complimentary plan lineup review—we’d be glad to serve as a second set of eyes on your investment menu and help you navigate new opportunities for optimization.
Plan Advisory Group, LLC (“RPAG”) provides technology, solutions and services for a fee to its customers, who are primarily retirement plan advisors and associated institutions. The services include ratings of various third-party investment vehicles based on RPAG’s proprietary quantitative and qualitative scoring methodology. The investment vehicles do not pay to be evaluated and scored; nor do the companies that provide services to the investment vehicles pay for them to be evaluated and scored, but those companies may have commercial relationships and affiliations with RPAG.
Gray Trust Company, LLC (“Great Gray”) serves as trustee and provides administrative services for collective investment trust funds (“Great Gray CITs”) that are scored by RPAG. Great Gray and RPAG are wholly owned by Great Gray Group, LLC. Great Gray has a commercial relationship with RPAG that does not involve the evaluation and scoring of Great Gray CITs.
Gray and RPAG are wholly owned by Great Gray Group, LLC (“Great Gray Group”). Great Gray has a commercial relationship with RPAG that does not involve the evaluation and scoring of Great Gray CITs.
Great Gray Trust Company, LLC Collective Investment Funds (“Great Gray Funds”) are bank collective investment funds; they are not mutual funds. Great Gray Trust Company, LLC serves as the Trustee of the Great Gray Funds and maintains ultimate fiduciary authority over the management of, and investments made in, the Great Gray Funds. Great Gray Funds and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively.
Investments in the Great Gray Funds are not bank deposits or obligations of and are not insured or guaranteed by Great Gray Trust Company, LLC, any bank, the FDIC, the Federal Reserve, or any other governmental agency. The Great Gray Funds are commingled investment vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the Great Gray Funds.
Participation in Collective Investment Trust Funds is limited primarily to qualified retirement plans and certain state or local government plans and is not available to IRAs, health and welfare plans and, in certain cases, Keogh (H.R. 10) plans. Collective Investment Trust Funds may be suitable investments for plan fiduciaries seeking to construct a well-diversified retirement savings program. Investors should consider the investment objectives, risks, charges, and expenses of any pooled investment fund carefully before investing. The Additional Fund Information and Principal Risk Definitions (PRD) contains this and other information about a Collective Investment Trust Fund and is available at www.greatgray.com/cit-fund-info/principal-risk-definitions/ or ask for a free copy by contacting Great Gray Trust Company, LLC at (866) 427-6885.
Great Gray® and Great Gray Trust Company are service marks used in connection with various fiduciary and non-fiduciary services offered by Great Gray Trust Company, LLC.