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
NAPA 401(k) Summit
We are so excited to be at Booth 215 at the annual NAPA 401(k) Summit. If you're in attendance today, say hello and grab some goodies from our team!
Q1 Reporting Updates
Last quarter, we released updates for the Scorecard, Returns Analysis, and Asset Class Review to help address the November 2022 SEC rule regarding linking fund returns. This quarter we have incorporated additional reporting features to help streamline these updates.
View New Features -->
Building Financial Futures – Q4 2022 Update
Total savings rates remained solid despite cost-of-living concerns, and increased spending on benefits is expected In 2023. Read the full report here. View Fidelity’s analysis and trends of their overall Tax-Exempt and Corporate Plans and Participants.
Win More 401(k) Business with One Innovative Idea
Confidently deliver an innovative idea to catch the attention of prospective clients interested in offering benefits that employees actually want (and will use). Watch our most recent session with Transamerica to learn more.
Watch On Demand -->
Events
RPAG 2023 Regional Summits
Happening throughout April
Pick Your City -->
Marketing Resources
DOL Electronic Disclosure Rules (Short)
Content Marketing Plan > Presentations
View Here -->
Changing Rules for Hardship Withdrawals
Content Marketing Plan > Flyers/One Pagers
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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