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
Holiday Hours
In observance of Labor Day, our office will close Friday, August 30 at 1:30 p.m. PT, and will resume standard business hours Tuesday, September 3.
Start Taking Advantage of Our Scorecard
The RPAG Scorecard provides you with an easy to understand numerical 10-point system that makes it simple to explain to plan sponsors why you are choosing or removing a specific fund or funds.
Learn More About How We Score -->
Portal Updates
In this week's portal update, we have upgraded Batch Reporting, RFP Express, MyFundMenu, Company Roles, and more!
See All Updates -->
Questions About Automatic IRA rollovers?
Demystify the process of automatically rolling over small-balance retirement accounts with Inspira’s FAQs. You’ll find quick answers that will help you provide exceptional service to your clients.
Automatic Rollover FAQs -->
Hotchkis & Wiley on Small Caps
H&W Portfolio Manager Ryan Thomes joined Asset TV to discuss how the firm attempts to capitalize on inefficiencies in the small cap market.
Watch Discussion -->
Events
JUBILEE | RPAG 2024 National Conference!
September 8 - 10 at the Ritz-Carlton, Laguna Niguel
Read FAQs -->
Marketing Resources
September 2024 Retirement Times
Newsletters & Memos > Retirement Times
View Here -->
September 2024 Participant Corner
Newsletters & Memos > Participant Memos
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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