Welcome to The RPAG Scoop, your monthly video newsletter dedicated to providing you with the latest updates, expert insights, and valuable information on retirement planning and investment strategies. Each edition of The RPAG Scoop is carefully curated to empower advisors and their firms in achieving their business goals. In this edition, we have an exciting lineup of segments that will provide you with a wealth of knowledge and inspiration. Let's dive into what you can expect!
Ritz-Carlton, Laguna Niguel Sneak Peek (0:25)
Presented by Veronica Lee, our Chief Relations Officer, we give you a sneak peek into where you will be spending a luxurious 3 days learning from industry experts and mingling with your peers. Following the sneak peek is our preview to get you all psyched for our Conference this September! Need to register still? Click here.
Q3 2023 Fiduciary Hot Topics (3:02)
Led by John Nelson, a highly esteemed RPAG ERISA attorney, this segment will give you the insight you need into our Q3 Fiduciary Hot Topics. John examines assets in retirement plans that top $35 trillion, allocation of unused balances in forfeiture and revenue credit accounts and impacts from changes to Form 5500. If you are interested in hearing the full version, click here to view and download our Hot Topics.
Overview of Projects at Principal (11:40)
Scott Boyd, SVP of Retirement Distribution at Principal, gives our members updates about what they are currently working on as well as projects that will be a great value-add to your plan sponsors. This includes RetirePilot, a Target Date Fund that differentiates from others of its kind with flexibility for your own personal risk tolerance, open-architecture manager selection, and low-cost management. To learn more about RetirePilot, visit flexPATH Strategies website.
The RPAG Scoop is your gateway to the latest trends, expert advice, and industry-leading solutions in retirement planning and investment. By subscribing to our monthly newsletter, you'll receive valuable insights that can shape your financial future. Stay informed, stay inspired, and join us on this exciting journey of financial empowerment!
Don't miss out on this edition of The RPAG Scoop. Subscribe to our newsletter today and be ready to embark on an enriching learning experience. The power to achieve your retirement dreams begins with The RPAG Scoop!
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