The Retireminute | April 15, 2024
Published by
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
Q1 Scores are Live
If a plan is linked to PAL, fund balances will appear by the 20th. Stable Value fund data will be available 30 - 45 days after quarter-end. GIC fund data will be available 45 – 60 days after quarter-end.
View Scores -->
The Scoop Is Ready for You
It is April, which means that the new RPAG Scoop is ready for you to view. Watch now for resource updates, insights from the flexPATH Strategies team, and news from our partners.
Watch Now -->
Retirement Income – Call to Action
Americans are grappling with many retirement concerns, one of the largest is running out of money. Recent developments in the industry are paving the way for employers to help with in-plan guaranteed income solutions.
Learn More -->
Events
Only Two Regional Summits Left
We only have two cities left to fly to for our Regional Summits! This is your last chance to register for our top-notch two-day event where you can network and learn from the best in the industry.
Register Before It's Too Late -->
Digital Sessions
PlanFees | Better Than Basic Fee Benchmarking
Thursday, April 25 | 10 a.m. PT/1 p.m. ET
Register Now -->
flexPATH Strategies
American Century SCV Reopened
Small Cap Value Fund II (American Century) has reopened to new investors! SCV II continues to show remarkable performance. Time is of the essence as there's a limited capacity!
Reach Out Now -->
Marketing Resources
Q1 2024 Market Review
Investment Due Diligence > Quarterly Market Reviews
View Here -->
Q1 2024 Combo Meeting Summary
Servicing Your Clients > Meeting Summary Templates
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!