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 Retireminute 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, this serves as a valuable resource for retirement advisors looking to stay informed and improve their practice.
News & Updates
RFP Express Launch
Get ready for the release of our new addition to our benchmarking suite: RFP Express! This solution will be accessible starting March 20. Register for our training happening March 15 below.
Be Proactive -->
Fiduciary Obligations for Self-Directed Brokerage Windows
Are you aware of the fiduciary obligations related to offering a brokerage window in retirement plans? Learn more about these obligations and how to meet them in our latest article.
See Your Obligations -->
Maximize Your Success with Our Scorecard
Our scorecard's unique characteristics offer a strong shield to plan sponsors against their fiduciary risk by providing a well-documented, systematic method of selecting and monitoring investments.
Learn more -->
Upcoming Webinars and Education
Welcome Aboard the RFP Express
March 15 at 10:00 PT / 1:00 ET
Cultivate Expertise -->
Jump into Benchmarking with PlanFees
March 30 at 10:00 PT / 1:00 ET
Access Wisdom -->
Events
NAPA Summits Pre-Conference Meet and Greet with RPAG
April 2 at 10:15-11:30 AM
Register Here -->
RPAG 2023 Regional Summits
Happening throughout April
Pick Your City -->
Marketing Resources
Negotiating Retirement Plan Fees
Content Marketing Plan > Flyers/One Pagers
View Here -->
Governmental Plans
Content Marketing Plan > Presentations
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!
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