RPAG | Industry Trends and Technology News

The Retireminute | August 28, 2023

Written by RPAG | Aug 28, 2023 2:42:00 PM

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

Going to Conference?
Complete our quick survey to streamline your arrival at The Ritz-Carlton, Laguna Niguel. Your input saves you time and ensures a seamless stay, so act now for a stress-free event.
Fill Out Survey -->

Building Retirement for Business Owners and Key Employees
Nationwide explores retirement plan options (such as qualified, individual, and nonqualified plans) that you can present to small business owners so you can help them make informed decisions benefiting themselves and their employees.
Watch On Demand -->

Tailored Retirement Pensions: Infinite Decumulation Possibilities
Discover how data and technology can scale advice and bring retirement income planning to all. Join OneAmerica and Shlomo Benartzi September 12th at 8:30 PT to explore PensionPlusTM, an innovative solution empowering individuals to create personalized, lifelong income strategies while retaining control over their assets.

Watch Sneak Peek -->

 Post Debt Deal Aftermath
The U.S. avoided a default by completing a debt deal. We examine the aftermath that lies ahead for the markets, the Federal Reserve, and Congress.
What Now? -->

Events

Limitless: 2023 National Conference
September 10-12
2 Weeks Left! -->

flexPATH Strategies

TDebrief Episode #9: The Case for Stable Value in TDFs
Watch as Kellen Foley, CFA, explains 5 potential benefits of including stable value within TDFs!
Learn More Today! -->

Marketing Resources

Organizing Your Fiduciary File
Content Marketing Plan > Flyers/One Pagers
View Here -->

Participant Postcard
Participant Services > Participant Education 
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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