The Retireminute | August 8, 2023
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RPAG
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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
RPAG Scoop | August Edition
The latest edition of the RPAG Scoop is available. Whether you want to get an inside look at our venue for conference or watch the Q3 2023 Fiduciary Hot Topics, we've got you covered.
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Each year, NAPA seeks to highlight standout plan advisors. If you wish to be considered for this recognition, you must be a NAPA retirement plan advisor born after January 1, 1984. We will take care of the first part of the nomination for you.
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Q3 2023 Fiduciary Hot Topics
In this review, we will examine assets in retirement plans that top $35 trillion, allocation of unused balances in forfeiture and revenue credit accounts, impacts from changes to Form 5500, and technical corrections to SECURE Act 2.0.
Find Out Now -->
Tech Enhancements for Members
Discover the latest updates and enhancements to the RPAG platform! Grow your business with streamlined processes, enhanced usability, and comprehensive insights. Click below to explore improved features and exciting technological advancements!
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Events
Limitless: 2023 National Conference
September 10-12
Elevate Your Game -->
Digital Sessions
Building Retirement for Business Owners and Key Employees
August 15, 10 a.m. PT/ 1p.m. ET
Register Now -->
Marketing Resources
Fiduciary Legal Briefing Q3 2023
Fiduciary Compliance & Plan Design > Fiduciary Legal Briefing
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RPAG Services
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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!