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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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    What to Expect When Transitioning Providers

    401(k), Financial Professionals
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    The Scorecard – A Former Portfolio Manager’s Perspective

    Investment, Target Date Funds
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    The Importance of Qualitative Review

    Investment, Financial Professionals
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    Waiver of 60-Day Rollover Requirement

    Retirement Plan, IRS
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    Summary Plan Description Reminder

    Retirement Plan, DOL
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    Retirement Plan
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    ERISA Update

    ERISA, Fiduciary, DOL
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    “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A (Part Two)

    ERISA, Fiduciary, DOL
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    Organizing Your Fiduciary File

    Fiduciary, IRS
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    “Conflict of Interest” or “Fiduciary” Rule: A Plan Sponsor’s Q&A (Part One)

    Fiduciary, DOL
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    Participant Behaviors

    Retirement Plan
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    “Non-Qualified” Success 401(k) Advisors Overlook

    ERISA, 401(k)
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    Retirement Plan
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    The High Price of Yield and Perceived Safety

    Investment
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    ERISA Fidelity Bond versus Fiduciary Liability Insurance

    ERISA, Fiduciary
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