The RPAG Scoop | May 2025

Welcome to the RPAG Scoop where we are giving you an investigative look into the retirement industry through the RPAG looking glass. In the May edition of The RPAG Scoop, we have portal hot tips, investment FAQs, PAL insight, and more!

Quick Announcements (0:34)
Ashley Passow, host of the RPAG Scoop and Senior Marketing Specialist for RPAG, started out with a few quick announcements that members should know about for May. First, don't forget to save the date for our National Conference happening September 29 thru October 1. Next, our offices will be closed on Monday, May 26 in observance of Memorial Day. Last but certainly not least, we have an upcoming Hosted webinar happening on Tuesday, May 20 with one of our ERISA experts! This is only available for Premium Marketing members, so if you are interested in joining, please reach out to support@rpag.com. 

RPAG Portal Tips (2:41)
Brooke Visagie, an Advisor Service Associate at RPAG, wanted to take over the What's New segment to discuss tips that can make you an RPAG portal expert. During her segment, she shares quick, practical ways to help advisors get more out of the resources they already use. These tips are designed to save time, improve navigation, and help you make the most of the RPAG platform. Highlights include:

• How to use the Search Bar more effectively, including keyword strategies and viewing expanded results

• Accepting new Plan Asset Link (PAL) feeds directly from the landing page

• Enrolling in RPAG University to access short, step-by-step training videos on generating reports

• Using Advisor Reports and Advisor iQ to get a clear, fast view of your entire book of business

These tips are especially helpful for new users or anyone looking to sharpen their workflow inside the portal.

• How RPAG applies a 5-year performance standard and blends quantitative and qualitative analysis to evaluate allocation funds
• The methodology behind the Asset Allocation Scorecard and Target Date Scorecard
• How we define allocation categories using 5-year standard deviation
• What a Style Benchmark is, how it’s built using RBSA (Returns-Based Style Analysis), and the four indices that form its foundation

Resources and Accepting PAL Feeds (16:00)
As an Advisor Service Trainer, Alexis Patenaude, gets questions and hosts educational meetings with RPAG members every day. This month, her two most highly asked questions were, "What resources are available for PAL?" and "How do I accept a PAL feed?" 

For resources, you will first go to the Resource Center on the RPAG portal, then find the Plan Asset Link folder. There you will find "How to Accept PAL Links," "PAL Description for Plan Sponsors," and "PAL Overview and Provider List." The first resource gives you step by step instructions for accepting PAL Links, the second is an email template that you can send to your plan sponsors, specifically when you are sending them the PAL consent form to sign. The third document outlines the PAL process as well as shows a list of all providers we have PAL relationships with.

Under the PAL folder, you'll find another category called "Provider Consent Forms" which are necessary for a majority of RPAG users to establish a PAL connection. After it is filled out, it can be sent to PAL@rpag.com. The easiest way to accept a PAL feed is going to the plan card of a client/prospect with a PAL connection. Then click on the orange circle indicating action needs to be taken. You then can review the funds and then save the link. For more detailed PAL information, please head to Alexis's recent PAL session here.

Thank you for looking at the clues with us this month, we hope you enjoyed learning alongside us. To see next month's, join us Monday, June 2. 

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