The Retireminute | March 6, 2023
Published by
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 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
Are You Considering Employee Financial Wellness?
Unleash the power of financial wellness data with the refreshed WellCents dashboard. This program provides coordinated advice that integrates an employer’s available benefits offerings and connects employees with financial advisors.
Take the Reigns -->
Updated HCE Refund Notice
We pride ourselves on keeping our available resources up to date with compliance approved pieces. We recently updated the HCE Refund Notice to reflect the most recent plan year.
Access Notice -->
Mastering RFP Express - A Beginners Guide
With the upcoming launch of RFP Express, we wanted to make sure you were provided with all the tools you'll need to be successful with this new addition to our benchmarking suite.
View Recorded Demo -->
Q1 Fiduciary Hot Topics
You got a chance to look over the Hot Topics for this quarter, but for more in-depth insight from the RPAG team, view our short video below:
Access Notice -->
Upcoming Webinars and Education
Welcome Aboard the RFP Express
March 15 at 10:00 PT / 1:00 ET
Cultivate Expertise -->
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
Q4 2022 Vanguard Extended Market Index Admiral Update
Investment Due Diligence
View Here -->
Q4 2022 Vanguard Extended Market Index Instl Update
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!
