Aegis Retirement Group

We believe that every person deserves the expertise, respect, and attention that we provide our clients. From the processes and technology utilized, to the incredible lengths that we go to help assure your goals are met, Aegis is a firm that helps make a difference from day one. We have the knowledge base, staff, licenses, and certifications to do more than just talk about maximizing retirement savings. In 2012 Aegis Retirement Group identified and became a member of RPAG, the retirement industry’s leading management platform designed to allow us to create successful outcomes by protecting plan fiduciaries and engaging plan participants. This alliance coupled with our adherence to behavioral finance in our everyday practice puts us in a unique sector of advisors. Aegis Retirement Group is one of fewer than 100 firms nationally certified in behavioral finance. RPAG supports advisors across the U.S., serving over 60,000 plan sponsors, more than $500B in assets under influence, and more than 4 million plan participants. This unique convergence of data-driven analysis, iterative client contact, and behavioral finance techniques create the Aegis Distinction. The consulting services we provide to your company as a result of our membership with RPAG includes, but are not limited to, investment due diligence, RFP and fee benchmarking, plan design and fiduciary review and communication services.