Broker Check

401K and Employer Plans

OBJECTIVITY AND ATTENTION OF AN INDEPENDENT ADVISOR, STRENGTH AND RESOURCES OF A NATIONAL LEADER 

Plan sponsors place high value on performance and trust in a relationship. That’s why Harford Financial Group joined Retirement Plan Advisory Group (RPAG)—to offer with conviction one of the clearest choices in retirement plan consulting firms. Harford Financial Group is a member of one of the nation’s leading alliance of accomplished advisors, whose knowledge, expertise and ingenuity combine to create tangible value for sponsors and participants of qualified and nonqualified retirement plans.  

Benefits to Plan Sponsors

As one of the nation’s largest provider of practice management resources for retirement plan consultants, RPAG works alongside Harford Financial Group to help empower and equip their practice with research, technology and delivery systems that produce measurable results. For you, it can mean 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 

Advisor Performance

RPAG members are some of the most respected in the retirement plan consulting industry. Here’s why: 

  • Strategic and tactical expertise above industry standards
  • Professional energy, efficiency and effectiveness
  • Inspired to listen, understand, interact in a meaningful way
  • Deliver best practices and execute with discipline 

RPAG Resources

Harford Financial Group 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 400 member firms that collectively account for over $350 billion in assets under influence as of January 1, 2018 and service over 35,000 plans. Count on these technology benefits: 

  • Proprietary Scorecard System™ delivers quantitative and qualitative metrics on the entire universe of 25,000+ funds and dozens of investment platforms
  • Fiduciary Fitness Programä 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 Briefcaseä virtual online portal