RPAG | Industry Trends and Technology News

The Retireminute | December 5, 2023

Written by RPAG | Dec 5, 2023 7:01:00 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

December RPAG Scoop
Join us as we unwrap the season's coldest tips! So, bundle up, grab a cup of cocoa, and let's embark on a snowy adventure through the Scoop!

Watch Now -->

Beyond the Boardroom: Jami Chapman's COO Chronicles
Ever wonder who is behind the RPAG technology curtain? Wonder no longer! Our COO/CTO Jami Chapman is the brains behind this operation. Get to know her in our latest employee spotlight.
Learn About Jami -->

Federated Hermes Fiduciary Resources
To assist their fiduciary clients in navigating the evolving digital assets landscape, Federated Hermes has put together the following resources.
Learn More -->

Spending Spikes Impact Savings
Spending spikes can put retirement readiness at risk—but plan sponsors can help… check out the latest retirement research from J.P. Morgan Asset Management and the Employee Benefit Research Institute.
See Results -->

Events

RPAG Regional Summits
Experience the awe-inspiring cities and luxurious hotels that eagerly await you at our thrilling Regional Summits taking place in April 2024. Get ready for an exciting event with your peers!
Save the Date -->

Digital Sessions

Principal Differentiators | So Much More Than DC
December 12 at 10 AM PT/1 PM ET
Register Now -->

flexPATH Strategies

Live From the Ritz-Carlton, Laguna Niguel - TDebrieF Debate Round I
As a tribute to our 1-year anniversary/12th TDebrieF episode, and to get in the holiday spirit, soak up some California sun with Matt and Kellen as they take opposing sides on the industry’s most debated TDF topics.
Find Out Who Wins! -->

Marketing Resources

Our Holiday Gift to You: 3 NEW RPAG UNIVERSITY VIDEOS
How to Use Multi-factor Authenticator, Prism Total Fees Benchmarking, & Prism 365
View Videos -->

What is Roth 401(k)
Participant Services > Participant Memos
View Here -->

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