The Retirement Plan Advisor Institute (RPAI) is a private, invitation-only membership community for leading retirement plan advisor firms, premier asset managers, and key service providers across the defined contribution landscape.

RPAI meetings are designed for real conversations — fostering meaningful dialogue, candid exchange of ideas, and alignment around the industry’s most pressing priorities. Discussions take place in a collegial, highly collaborative setting under the Chatham House Rule, creating a trusted environment for open, confidential conversation.

Built by plan advisors for plan advisors, each agenda is shaped by the deep expertise and real-world insight of our advisory members and industry leaders. Programs focus squarely on the most pressing issues facing the nation’s retirement plans—delivering practical perspectives and actionable takeaways for today’s DC leaders.