Happy Summer RPAG community! We thought we would bring some fun news this month to our July edition of our RPAG Scoop by kicking it off with our marketing specialists announcing the opening of our registration for our National Conference! We also have a Senior Investment Consultant from flexPATH Strategies here to give you updates on investments at her "Sundae School."
What's New at RPAG (0:04)
Our registration for our National Conference has officially opened (click here to register), and our Marketing Specialists Melody Ravanipour and Ashley Passow are here to give you the run down on what to expect. First and foremost, this "Jubilee" is being held at the Ritz-Carlton, Laguna Niguel from September 8 thru September 10. The most important task for you at this moment is to register yourself and book your hotel rooms. We reserve rooms at the Ritz for our event, but for the attendees who register later, there's a chance you get placed at our overflow hotel at the Laguna Cliffs Marriot. If the website will not let you register, please reach out to support@rpag.com.
Moving on to other new resources at RPAG, we have a brand-new podcast! First, we will be uploading all previous videos in audio format so you can listen to them on the go. Search for "RPAG" on Spotify and you should be able to find us.
Last but not least, we are rolling out our videos from our Regional Summits. If you were not able to attend them or you wish you had taken some notes on a specific session, you have the opportunity to watch them all back at your own pace. Also, the presentations are available in the Resource Center. (File path: RPAG Events > Regional Summits)
Sundae School with Lauren Neeno! (7:13)
flexPATH Strategies' Senior Investment Consultant, Lauren Neeno, came on the Scoop this month to share a few updates on their investments. Starting off strong with a brand-new CIT, using Fidelity's Total Bond Strategy, called Core Plus III! As an RPAG member, you have access to this for just 25 basis points. This is the lowest cost in the aggregator space, giving you an unfair competitive advantage.
Another update is for their Small Cap Value fund. Effective since mid-June, PIMCO has been selected and approved as the new investment manager. Note that no action is required of plan sponsors or participants! This only changed the underlying fund, meaning that they do not need to be notified. This new strategy aligns more with the Small Cap Value fund investment approach. Participants are also benefitting from a cost reduction. This CIT is closing for new plans, but current investors can still stay invested.
We hope you enjoyed these brief updates, and we can't wait to see you next month on August 5!
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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!