Broker Check

Retirement Plan Research and Management Systems

We believe in employing a multi-faceting, research-based system to ensure that our clients receive the utmost accurate and detailed information about their 401k plan and options to improve it. Our three-step approach allows us to deliver true, best-in-class reporting and due diligence. This affords our clients fiduciary protection, top-performing investment selections and superior participant services.

Morningstar is the unquestioned leader in investment portfolio analysis. Through our Advisor Workstation system, we are able to test the performance, style diversification, risk factors, fees and more for our asset allocation model offerings. For more information, see www.morningstar.com


eMoney is a comprehensive and scalable financial planning technology that empowers advisors to meet a broad range of planning needs for their clients.  For more information, see:  https://emoneyadvisor.com/about-us/

Over the last 30 years, the Nasdaq Dorsey Wright (NDW) Research Platform, managed account strategies, indexes, and team of analysts have created informed, ground-breaking conversations for advisors, investment managers and their clients.

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As one of the nation’s largest provider of practice management resources for retirement plan consultants, RPAG works alongside Ipswich Bay Advisors 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

For more information, see https://rpag.com/