The Retireminute | April 10, 2023
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RPAG
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The weekly newsletter offers retirement advisors a comprehensive update on the latest news, developments, and resources. It includes updates on RPAG technology, marketing resources, and custom solutions that can help advisors better manage client accounts, promote their services, and address specific needs. The Retireminute also provides information on upcoming training and events, such as webinars and conferences, to help advisors improve their skills and stay current on industry trends. Overall, this serves as a valuable resource for retirement advisors looking to stay informed and improve their practice.
News & Updates
CIT Scores Report Change
The “Scorecard/Returns Analysis with CIT Equivalents” report is no longer needed in order to view scores for CITs. The standard Scorecard report will now automatically show scores for the CIT equivalents (now called strategy equivalents) in the same fashion/format.
View Changes -->
Q1 Reporting Updates
To ensure that you stay up to date with the latest updates, added features, and technological improvements, we notify you ASAP. Detailed notes on the changes or updates can be found by clicking below.
Review Updates -->
Leveraging RPAG to Win New Business
If you need a quick reminder of all the advantages you have by being an RPAG member, click below for an overview of the services you receive.
Watch now ->
Revolutionize Your Fee Analysis
Still wondering what the power of the PlanFees benchmarking suite can do for you? Watch our comprehensive demonstration of how it can assist advisors in comparing their retirement plan fees to industry averages.
Watch On Demand -->
SECURE 2.0 - Seven Considerations
The SECURE 2.0 Act will bring sweeping changes to the retirement landscape. Stay on top of retirement reforms with Putnam.
See Considerations-->
Events
RPAG 2023 Regional Summits
Begins April 13 in Orange County
You're Running Out of Time -->
Marketing Resources
Employee Tax Basics and W4
Participant Services > Participant Education
View Here -->
Q4 2022 Due Diligence - Clearbridge
Investment Due Diligence
View Here -->
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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!
