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Our Retirement Plan Partner

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Our Retirement Plan Partner

You place a high value on performance and trust in a relationship. The professionals at Walsh Duffield Retirement Plan Solutions can offer with conviction the clearest choice in retirement plan consulting firms.

As member of the Retirement Plan Advisory Group (RPAG) – an alliance of accomplished advisors – our consultants can provide the knowledge, expertise and ingenuity to help create tangible value for you and your employees. Here’s how:

Benefits to Plan Sponsors

RPAG works alongside Walsh Duffield Retirement Plan Solutions to empower and equip us with research, technology and delivery systems that help produce measurable results.

For you, it means the welcomed confidence of:

  • Non-alignment with any single plan provider for metrics-based and balanced advisory services
  • A technology platform that delivers full-view metrics, safety-net compliance and clarity in communication
  • 360° metrics on investment due diligence, plan compliance, and fee benchmarking
  • Shared knowledge and applied analysis

RPAG Resources

Walsh Duffield Retirement Plan Solutions maintains full plan accountability through RPAG’s advanced systems and processes that are governed by a robust technology platform. The RPAG platform is utilized by over 465 member firms that collectively account for over $150 billion in assets under influence and service over 28,000 plans.1

Count on these technology benefits:

  • Proprietary Scorecard℠ System that delivers quantitative and qualitative metrics on the entire universe of 25,000+ funds and dozens of investment platforms
  • Fiduciary Fitness Program™ for holistic plan compliance to better protect fiduciaries and prepare plan participants
  • B3 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

  1 As of July 2015

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