Welcome to the latest updates and improvements to the RPAG platform! Our goal is to provide you with the essential tools and support you need to grow your business. Our dedicated team is always working to enhance the platform and keep you up-to-date with the latest features and technological advancements. We are excited to share the following changes and improvements, which are designed to streamline processes, offer more flexibility, and provide a more polished and professional experience for users. Please see below for detailed notes on each update.
Improved Features
- FIR
- Reports, including the "Expense Comparison" module, are successfully generating resulting in increased accuracy.
- Users' selections are now preserved when choosing Eliminate/Options or Eliminate/Split without adding recommended funds, preventing any unintentional reversion back to No Action.
- Provider Analysis
- Platforms options are now filtered by plan type in Step 1 Funds to offer easier access for users.
- Funds appear in order when searching in the B3 report builder giving users increased organization.
- Meeting Minutes
- New and existing template will now default to selecting the current quarters for relevant report sections, ensuring accuracy and relevance.
- Manage Templates
- When creating custom templates, selections made for strategy equivalents seamlessly reflect in the FIR report builder, enhancing customization capabilities.
- Plan Details
- In expanded fees, the "Other ERISA Budget" field, is updated and saved when zero values are entered providing flexibility and precision.
Enhanced Features and Capabilities
- Resource Center
- The character count for Disclosures has been extended to 1,500, offering users more room for detailed and comprehensive disclosures.
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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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