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 Portal Updates
We are back with more updates to our platform. Highlights of these enhancements include new training video links, new Columns in the BD Dashboard, as well as improved customization in the Style Box and Advisor Compensation.
Click Here for Updates -->
Great Gray | Redefining Client Service
In today’s dynamic financial landscape, guiding clients toward retirement success requires more than just numbers and Spreadsheets. Great Gray hosted a panel highlighting the importance of staying ahead in delivering top-notch service.
Watch Panel -->
Student Debt: Impact on Employees
A new report from MissionSquare Research Institute reveals that 93% of private sector employees and 89% of public sector workers with student loans consider their debt levels problematic.
Read the Report -->
Collegiate ERISA Suit Offers Fiduciary Lessons
Boston College recently settled an ERISA suit, bringing to a close a two-year legal challenge over the management of its retirement plan.
See Results -->
Marketing Resources
Services Fees & Investments Provider Analysis Sample Report
Sample RPAG Reports
View Here -->
2025 Plan Limits Report Module
Fiduciary Compliance & Design > Plan Limits
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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