2477 Valleydale Road
Horizons Financial Group is a member of Retirement Plan Advisory Group (RPAG), a national alliance of advisors whose services are designed to provide enhanced value for sponsors and participants in qualified and non-qualified plans. Our CFA charterholder-developed technology platform produces full-view metrics, safety-net compliance and clarity in communication. Today, RPAG supports thousands of advisors across the U.S., serving over 40,000 plan sponsors, more than $400 billion in assets under influence, and 4 million plan participants.
As a member of RPAG, Horizons Financial Group (HFG) has access to the first - and still only - automated live bid Benchmarking/Comparison Resource detailing fees, platform services and investments connected to more than 100 service providers. This helps plan sponsors meet important fiduciary requirements while helping ensure a best practices retirement plan.
RPAG maintains a RFP/Benchmarking Department committed solely to performing provider searches for investment management, recordkeeping services and fee comparisons. By leveraging RPAG’s and HFG’s experience and robust consulting tools, HFG can lead plan sponsors through the benchmarking process- from the initial proposal requests to the final analysis, and even conversion management assistance.
The source of data utilized to benchmark plan cost, services and investments is proprietary- developed and maintained in-house by full-time provider research analysts. Ultimately, the final report output documents whether current fees, services and investments are competitive with the marketplace, while helping plan fiduciaries meet their responsibilities as set forth by ERISA.
RPAG, Horizons Financial Group, Inc. and LPL Financial are separate entities.