At RPAG, we are committed to providing you with the essential tools and abilities to support your business growth. Our dedicated team is here to assist you in achieving success. To ensure that you stay up-to-date with the latest updates, added features, and technological improvements, we will notify you promptly. Detailed notes on the changes or updates can be found below.
Improvements
- Scorecard/Returns Analysis with CIT Equivalents
- Enhancements made to the formatting outputs
- Score History
- We have updated our Score History report to exclude CIT equivalents, providing a clearer and more accurate representation of your scores
- Plan Details
- You can now confidently edit your plan details without accidentally removing or deleting important TPA or recordkeeper contact information.
- Provider Analysis
- The company address now appears in the Title Page section
- Templates are available and properly appearing
Enhancements
- Rollover Analyzer
- we have added RIA and BD selections to the onset of our Rollover Analyzer report, providing you with even greater flexibility and ease of use
- Enhancements to the Total Plan Cost calculation has been made, ensuring that you have access to accurate and up-to-date information
- Plan Assets is no longer a required field in our Rollover Analyzer report, streamlining your analysis and allowing you to focus on the data that matters most to you
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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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