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.
Enhancements
Advisor Reports
- ‘Investment Source’ and ‘Product’ columns have been added to the AUA-Funds by Plans report
Plan Details Page
- The following sections have been removed from fee cards
- Fund Changes: Custom Creation
- Subsequent Basic Prototype Amendments
- First Basic Prototype Amendment
- First Basic Prototype Restatement
- Subsequent Basic Prototype Restatements
WellCents
- Multiple location meetings with same duration can now be scheduled
- New action items added
- Increase Deferrals
- Enhance Allocation
- Enroll in the plan
- Updated Roth vs. Pre-Tax Deferrals
- Assessment scoring corrected
- Article dates removed
- Participant city, state, and zip code added to WellCents participant portal
Improvements
- All Reports
- Report type will generate on the cover and title page of the report
- Company Page User Client List
- The ‘Close’ button when viewing Client List is functional again
- Plan Details Page Fees Card
- Prepopulated fields will show when editing fees card
- Fiduciary Investment Review
- In the Plan Design report feature, when there are no bonuses selected the output will display “None”
- Provider Analysis
- The provider bidding icons are all present and accessible when TPA has not been reviewed
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If you have any questions or want to learn more about these technical enhancements, please contact support@rpag.com for a demo.