The Retireminute | December 18, 2023

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 Christmas, our office will close Friday, December 22, at 1:30 pm PT, and will resume standard business hours Tuesday, December 26.

Fund Scoring Methodology Comparisons
Investment fiduciaries are responsible for selecting and monitoring funds to satisfy the requirements of ERISA Section 404(a). Two of the more widely used tools that do this are the RPAG Score (Scorecard) and fi360 Fiduciary Score.
See Differences -->

Meet Our In-House Optimist: Jeff Cheshier
We wanted to put a spotlight on the most optimistic gear in the RPAG machine. With his constant cheerful attitude and commitment to serving our members with top notch attention, Jeff is one of the backbones of our company's success.
Get to Know Jeff -->

New RPAG University Courses!
As a gift to you for the holiday season, we have uploaded THREE new videos to our RPAG University curriculum. Check them out by clicking below.
Start the New Courses -->


RPAG Regional Summits
With registration just around the corner, make sure you save the date for our Regional Summits next year! We have 4 amazing cities to choose from, so please peruse our carefully selected destinations below.
Save the Date -->

Marketing Resources

January 2024 Retirement Times
Newsletters & Memos > Retirement Times
View Here -->

Ways to Fund a Roth IRA
Participant Services > Participant Memos
View Here -->


Looking for more information?

Contact the RPAG Support Team at to learn more about RPAG and get help with our platform, suite of services, next-gen technology, or anything else!

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