The Retireminute | February 21, 2023
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RPAG
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The weekly newsletter offers retirement advisors a comprehensive update on the latest news, developments, and resources. It includes updates on RPAG technology, marketing resources, and custom solutions that can help advisors better manage client accounts, promote their services, and address specific needs. The newsletter also provides information on upcoming training and events, such as webinars and conferences, to help advisors improve their skills and stay current on industry trends. Overall, the newsletter serves as a valuable resource for retirement advisors looking to stay informed and improve their practice.
News & Updates
Still Confused About ESG?
Is it a good idea to consider ESG when creating a fund line-up? What is expected from advisors regarding ESG? If you're unsure about the answers, click below and let us give you the insights you need to make informed decisions about ESG.
Learn More Here -->
Parent PLUS Loans Strategy
Traditionally, Parent Plus Loans (PPL) have higher interest rates than Direct Loans, fewer repayment options and don’t have student loan forgiveness opportunities. Now there’s a loophole that could significantly reduce PPL payments from 20% to 10% of the borrowers’ income.
Reduce Client PPLs -->
SECURE 2.0 Information
The American Retirement Association has created a comprehensive document that answers questions you might have regarding the provisions affecting retirement plans.
View Material -->
Small Cap Growth - CIT Update
After an extensive search of over 3,000 small cap funds, including 21 portfolio manager interviews, the flexPATH Investment Committee selected Neuberger Berman to replace Victory Capital.
More Information Here -->
Upcoming Webinars and Education
Enhanced WellCents Experience
February 23 at 10:00 PT / 1:00 ET
Gain More Insights -->
Voice of the American Worker
February 28 at 10:00 PT / 1:00 ET
Gain More Insights -->
Overview of the Investment Scorecard
March 1 at 10:00 PT / 1:00 ET
Gain More Insights -->
Marketing Resources
Simple PLANavigator Report
Sample RPAG Reports
View Here -->
Q4 2022 Due Diligence Slides
Investment Due Diligence
View Here -->
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Looking for more information?
Contact the RPAG Support Team at support@rpag.com to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!