EQIS Enters into Alliance to Offer Financial Advisors Professionally Managed Strategies as Investment Choice for Retirement Plans Using the RPG Consultants Platform
EQIS Enters into an Alliance to Offer Financial Advisors Professionally Managed Strategies as an Investment Choice for Retirement Plans Using the RPG Consultants Platform.
- New York, NY (1888PressRelease) October 19, 2011 - New York based RPG Consultants and San Rafael, CA based EQIS are pleased to announce the formation of a new alliance which enables retirement plan sponsors to take advantage of EQIS's innovative technology and world class portfolio management capabilities across 21 different asset classes, diversified domestically and internationally, with both strategic and tactical money managers. This new EQIS-RPG solution allows advisors access to managed ETF strategies and professionally managed investment models in defined benefit plans and in defined contribution plans, such as 401(k)s and profit sharing plans.
EQIS and RPG individually service plans across the country as investment strategy provider and record keeper, respectively. The EQIS solution will integrate with RPG's unique platform to provide customized retirement plans; allowing for an array of ETF-based allocation models and professionally managed portfolio options. This will offer cost savings and transparency to plan sponsors and participants and give advisors an easy to explain tool with which clients can allocate their investments.
Conventional plans require that the sponsor choose an investment portfolio appropriate for the "average" participant in the pooled account. The EQIS solution recognizes that not all participants have the same needs and that participant needs change over time.
EQIS's innovative solution helps significantly reduce fiduciary risk by addressing three sources of risk with a single elegant solution: From the start, it provides each participant with his or her own investment assessment providing a portfolio that is in line with the risk tolerance of the participant and then allowing updates to participant goals and thus investment allocations on an ongoing basis.
EQIS's 401(k) methodology and the technology created specifically to implement it are designed to help reduce the sponsor's risk by providing a customized investment solution for participants at a fair price. Advanced technology makes this risk mitigation solution generally cost effective and easy to implement.
For more information on this innovative solution, please contact EQIS and ask to speak to a Business Consultant. Email: support ( @ ) eqiscapital dot com, Phone: 800-949-9936 Or contact Michael Sanders, Director of Marketing at RPG Consultants dot Email: Michael dot sanders ( @ ) rpgny dot com, Phone: 212-947-4800 ext dot 224
About EQIS: EQIS empowers Financial Advisors with asset management, practice management, marketing and administrative services seamlessly integrated into a user-friendly, online technology platform that helps improve productivity, enhance client satisfaction, accelerate business development, and drive profitability.
For more information please visit www.eqis.com.
About RPG Consultants: Since its founding over twenty five years ago, RPG Consultants has been offering innovative retirement plan consulting, actuarial, administration and recordkeeping services. RPG was one of the first companies in the country to bring to the marketplace a true open-architecture, daily valuation, recordkeeping platform that allows the use of ETFs and ETF-based portfolios as investment choices.
For more information please visit www.rpgny.com.
###
space
space
Satisfied Users & 
Approved Press Releases
Print
Email
Report Spam