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.
- Service Questionnaire
o Text changes and updates have been made to the text field options
o 403b is not offered by provider. Responses were cleared from the PCRP platform
- Disclosure text has been updated
- For your convenience, Webex meetings are added as a virtual meeting option
- Fiduciary Investment Review
o “Sales FIR” template will now only show for Prospects
- Plan Allocation and Peer Group
o Funds from the lineup will now only display
- Meeting Minutes
o Upon selection, your template information will be retained
- TPA service questionnaire will not populate on output when un-selected
- When a section ends, headers will now carry over to next page
If you have any questions or want to learn more about these technical enhancements, please contact email@example.com for a demo.