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.
Q1 Scores are live.
We're Holding Office Hours at the NAPA 401(k) Summit!
Be sure to sign up for our office hour sessions! They will be covering a variety of topics ranging from ROI Profitability Reviews, Digital Marketing, and Live Portal Demos. These 15-minute sessions give you direct access to our business development, marketing, and solutions teams!
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The Markets Have Shifted - Get Up to Date
Our Q1 Market Review breaks down key movements across equities, fixed income, and global trends to help you stay informed and ready to guide your clients through the year.
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Riding the Market Roller Coaster
While market volatility can be unnerving, understanding the frequency and severity of market declines can help keep things in perspective. History shows that markets move through cycles, experiencing everything from minor dips to more significant downturns.
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PAL101| A Smarter Way to Manage Plan Data
April 23 at 10 a.m. PT/ 1 p.m. ET
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2025 RPAG National Conference
Monday, September 29 - Wednesday, October 1
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Q1 2025 Fiduciary Investment Review Meeting Summary - Blank
Servicing Your Clients > Meeting Summary Templates
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Q1 2025 Market Review
Investment Due Diligence > Quarterly Market Reviews
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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!