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RPAG Insights

From retirement plan advisors, broker-dealers to RIAs, RPAG will keep you up-to-date on the latest industry trends and technologies. We are helping our members to succeed by providing them with every advantage.

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    Hey Joel! – When does the five-year clock start for Roth withdrawals?

    ERISA
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    Hey Joel - Am I required to receive ongoing fiduciary training?

    ERISA
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    Are You Prepared for an IRS Audit?

    Taxes, IRS
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    Group Whole Life Insurance: The Third Pillar

    Retirement Plan
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    Save Early, Reach Your Goal

    Retirement Goals
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    Evaluating Your Plan and Fees? Think More, Not Less.

    PlanFees
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    Have You Conducted a Fee Equalization/Levelization?

    Retirement Plan
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    Hey Joel! – Answers from a recovering former practicing ERISA attorney

    ERISA
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    Q1 2018 Market Review

    Market Review
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    Target Date Funds

    Retirement Plan, Target Date Funds
    Read More

    Retirement Plan Governance Summary

    Retirement Plan
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    An Advisor is Named as a Defendant in NYU Lawsuit

    Newsflash
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    The Ongoing Saga of DOL's Fiduciary Rule / Changes in the Offing

    Fiduciary, DOL
    Read More
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    Is it Time for a Plan Refresh?

    ERISA, Fiduciary
    Read More
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    Tax Savers Credit Reminder

    Taxes, 401(k)
    Read More
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