Tech Enhancements - December 15 2022

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RPAG wants to make sure you have the necessary tools and capabilities for your business. Our team is dedicated in helping you succeed. That's why we are here to ensure you are promptly notified with the latest updates, added features, tech enhancements, and much more. Below, you will find detailed notes that describe what has been changed or updated.

Improvements
  • Rollover Analyzer
    • The suitability documents output display has been optimized
  • FIR
    • Considerations
      • Users can now change the product selection when adding custom considerations
      • Enhancements have been made to allow funds with special characters in their names to be accommodated as custom considerations
  • WellCents
    • Enhanced reporting accuracy in multiple areas particularly in the dashboard and in the participant activity export
    • Video links now display on WellCents public and microsite
  • ESG Report
    • Order of funds on the ESG report has been adjusted to match the sorting order of the Scorecard report more closely
    • Out of date ESG ratings will no longer display
  • Meeting Minutes
    • User entered text will no longer vanish from the input window
Enhancements
  • FIR
    • ESG Scorecard Methodology is now available as a report option under the investments dropdown
  • Main Menu
    • “401kplans.com” has been removed from the tools section for all users
  • WellCents
    • WellCents Dashboard
      • New BI dashboard has been added, which displays total participants, upcoming meetings, completed meetings, average assessment score. This is available on the individual client and the broader aggregate level

WellCents Dashboard Enhancement 12-15

      • The year has been added to the date format to provide additional clarity in the WellCents meeting scheduling workflow

WellCents Meeting Scheduling Enhancement 12-15

      • An “Archive” function has been added to the meetings dashboard to allow users to mark unused meetings as inactive
      • Dropdown filters are now available in “Recent Activity” area to allow better user tracking

WellCents Dashboard Enhancement Reporting 12-15

    • Participant Profile
      • When viewing a participant profile on the WellCents dashboard, a complete history of all completed and upcoming meetings is now available
      • A participant activity table is now available to better track employee engagement with the various WellCents calculators
      • Advisors are now able to mark meetings as “Complete” or “No Show”
    • Participant Survey
      • A participant survey option has been added which will be sent out as a follow up to a meeting; this option must be enabled on RPAG, and it will direct participants to a survey on the participant site 
    • WellCents Report
      • The WellCents Report now allows for comparison of data across various years, using various criteria
    • Calendar/Advisor Consulting
      • Within the Advisor Consulting view on the main page of RPAG, employer names will now appear next to the WellCents participant's name when viewing upcoming meetings
    • Participant Site
      • Within the emergency savings calculator, “Mortgage Payment” has been changed to “Housing Payment”
      • Meeting types (e.g. One on One, Group) without any available meetings will no longer show for participants
      • “Update Score” option added which will allow users to keep their assessment answers and score current

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