The Retireminute | April 2, 2024

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.


Last Chance to Register for the San Diego Summit!
Our San Diego Summit is coming in 2 DAYS! If you would like to attend this awesome 2-day event, register now!
Register Here -->

We Want to See You in Nashville!
April 7 | Room 102A | 9:30 - 11:30 am
With less than 1 week to go before the NAPA401(k) Summits in Nashville, TN, we want to make sure you register for our pre-conference meet and greet for complimentary refreshments and a state of the platform update!
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News & Updates

Spring into the April RPAG Scoop
Spring into this month's RPAG Scoop for RFP Express Updates, ways to differentiate between passive TDFs, and an announcement from Franklin Templeton.
Watch Now -->

Report: Road to Retirement
Paychex report shows retirement plan trends in businesses with under 50 employees across generations, gender, industries, states, and provides analysis on challenges and potential solutions.
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Marketing Resources

RFP Finalist Meeting Agenda Template
RFP & Fee Benchmarking > Client Templates
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Sample Lineup Comparison
Sample RPAG Reports  
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Looking for more information?

Contact the RPAG Support Team at to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!

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