‘Otto’ Debuts at RPAG to Provide AI Assistance to Retirement Plan Advisors
Otto the Auto Assistant, a new AI-powered answer engine for retirement plan advisors, was launched today by Retirement Plan Advisory Group (RPAG) to provide instant, contextual responses to advisor questions, enabling faster decision-making and more responsive client service.
In a press release today, RPAG and its parent company Great Gray Group said the introduction is part of substantial, ongoing investments in innovation and technology, and that they are committed to driving better outcomes across the US retirement plan ecosystem. The firms said Auto Assistant strengthens RPAG’s platform capabilities while maintaining the member-focused approach that defines its service model.
“Retirement plan advisors rely on RPAG to give them a competitive advantage, through tools and insights that help them grow their business and better serve their clients,” said Isabelle Blankmeyer, Head of Product for Great Gray Group, supporting the RPAG platform. “Auto Assistant gives members immediate access to information when they need it, allowing them to operate with greater speed and confidence. Our team is deeply committed to investing in innovation like this to promote retirement plan success for all.”
Auto Assistant delivers three core benefits to retirement plan advisors:
• Instant information access: Provides immediate, contextual answers to member questions, reducing time spent searching for information and enabling faster response to client needs.
• Adaptive intelligence: Learns from member usage and feedback, becoming more effective as advisors interact with the feature and as RPAG expands its knowledge base.
• Platform integration: Works alongside RPAG’s existing tools and solutions, enhancing advisor workflows without disrupting established processes.
Alison Viejo, Calif.-based RPAG reports $1.3 trillion in assets influenced across more than 120,000 plans and 10 million participants as of Dec. 31, 2025.
Great Gray Group owns RPAG and Great Gray Trust Company, LLC, a leading provider of trustee and administrative services to Collective Investment Trusts (CITs), managing over $302.8 billion as of Dec. 31, 2025.
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Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.