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.
Holiday Hours
In observance of New Year's, our office will close Tuesday, December 31, at 1:30 p.m. PT and will resume standard business hours Thursday, January 2.
Lesser-Known Strategies to Improve Advisor and Client Outcomes
Inspira Financial relentlessly pursues better outcomes for all including both advisors and their clients. Watch their session that covers topics from plan terminations to cash out limits and emergency savings plans.
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80% of Plans May Be Overpaying on Fees
A recent study found that 80% of retirement plans are paying excessive fees, often due to a lack of regular benchmarking. Leveraging tools like PlanFees can help sponsors reduce fees, protect participants' savings, and mitigate fiduciary risk.
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Your Guide to a Financially Healthy New Year
Newsletters & Memos > Participant Memos
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PAL Overview and Provider List
Plan Asset Link (PAL)
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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!