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
New Enhancements to the FIR Mapping Strategy Options
We’re continuing to enhance the user experience when it comes to the Fiduciary Investment Review (FIR), the most utilized report in the RPAG system.
View Changes -->
Personalization, a Holistic View & Advice
Empower believes retirement income solutions that embed three core pillars — personalization, a holistic view and advice — are critical to helping provide Americans with a more secure retirement income.
Learn More -->
HSAs for the Win
Add value to your employer clients' HSA programs with HSAdvisor+, to learn more visit their webpage.
HSA Bank Website ->
Events
RPAG 2023 Regional Summits
Only 2 Summits Remaining
Tampa or Chicago? -->
Marketing Resources
Fiduciary Fitness Program Module 1
Fiduciary Compliance & Plan Design > Fiduciary Fitness Program > Education Modules
View Here -->
Q4 2022 Due Diligence - T. Rowe Price
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!
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