Advantages of Working with a Retirement Plan Advisor & RPAG

Updated : Sep 14, 2019 in Articles

Advantages of Working with a Retirement Plan Advisor & RPAG


You can’t just work with any financial advisor who thinks they know about retirement plans Hey everyone Jason Kolinsky from Kolinsky Wealth Management and we are at Laguna Beach, California this week first off so excited that I got a chance to get out of the office go sit at the beach relax a little bit but we always have to get back to work so retirement plan advisory group who is that well it is a national alliance of independent financial advisors just like Kolinsky Wealth we all got together and we wanted to create a technology platform that we could use to streamline our businesses to use each other’s knowledge and expertise to be better at what we do and we’ve been members the past 7-8 years now so my brother and I came out here this week they have a whole bunch of technology that they just released all these different reporting capabilities and updates and things like that and we are here to learn about how we are going to use it for our clients I think it is really important if you are a plan sponsor that you have to align yourself with a real subject matter expert so you can’t just work with any financial advisor who thinks they know about retirement plans in today’s day and age and all the different things going on from the department of labor the fiduciary rule all these different things right you need someone who understands it and it is their core practice so we being members of the RPAG that is where we get our knowledge from and now we are able to bring it back to you and really make sure that we are doing a good job so we are really excited about all these new features and can’t wait to bring them to you

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