National Planning Holdings, Inc. Signs Strategic Alliance with Retirement Plan Advisory Group

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NPH Reps to Access RPAG Practice Management Platform to Help Build Their Retirement Plan Business

Aliso Viejo, CA: Retirement Plan Advisory Group (RPAG), a leading independent retirement plan practice management firm, today announced a strategic alliance with National Planning Holdings, Inc. (NPH), one of the nation’s largest independent broker-dealers, to provide access to its network of registered representatives looking to grow their retirement plan business.

According to the agreement, NPH representatives will have access to RPAG’s full suite of technology, tools and training, designed to empower advisors to quickly and efficiently build their practice and achieve competitive advantage in the retirement plan marketplace. Key components of the RPAG platform include:

  •     Investment ScorecardSM System for fund ranking
  •     e401k Proposal™ for on-demand RFP and fee benchmarkings
  •     Fiduciary Fitness Program™ for plan compliance review
  •     Compensation Calculator™ for advisor pricing models
  •     Monthly employer newsletters and legislative updates for client communication
  •     Marketing webinars and other prospecting tools to build advisor pipelines
  •     Comprehensive Video Learning Center for practice management mastery.

“RPAG’s experience and reputation aligns with the high-caliber relationships we seek to cultivate,” commented Jim Livingston, president of National Planning Holdings. “This relationship cements our commitment to support our reps with best-in-class systems and resources necessary to become successful in the highly sought-after retirement plan space.”

“We are pleased that NPH has selected RPAG to enrich its current offering,” said Vince Giovinazzo, chief executive officer for RPAG. “Our holistic approach to practice management affords advisors a solid foundation from which to grow, because the infrastructure is already in place.”

The NPH network consists of INVEST Financial Corporation, Investment Centers of America, Inc., National Planning Corporation, and SII Investments, Inc. Each company maintains its own unique culture and niche within the financial planning marketplace, allowing the NPH network to deliver customized, market-specific services to representatives of all profiles. NPH will roll-out the new alliance with RPAG during its respective network conferences, with the first event taking place next month in Miami Beach.

About Retirement Plan Advisory Group
Retirement Plan Advisory Group, a wholly-owned subsidiary of National Financial Partners, is currently represented by over 400 member firms, serving 22,000 plan sponsors with $90 billion in collective assets under influence. Core practice areas include investment due diligence, RFPs & fee benchmarkings, fiduciary compliance, intensive training, sales and marketing resources and business consulting. For more information, visit or contact Darryl Marks, vice president of new business development: 877.360.2480 ext 251.

About National Planning Holdings, Inc.
National Planning Holdings, Inc. (NPH) is a broker-dealer holding company and an affiliate of Lansing, Mich.-based Jackson National Life Insurance Company. NPH serves as the holding company for the independent broker-dealers INVEST Financial Corporation, Investment Centers of America, National Planning Corporation, and SII Investments, Inc. Collectively, the NPH broker-dealer network currently has 3,611 registered representatives. NPH and Jackson are wholly owned by Prudential plc, a company incorporated and with its principal place of business in the United Kingdom. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.


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