The Retireminute | January 16, 2024

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

Q4 Scores will be released Wednesday, January 17.

RPAG Resource Updates
On the path to upgrading your experience, we have released enhancements to our portal and resources available to you. Click below to see them all.
See Upgrades -->

Serving Up a New Scoop!
With the dawn of a new year comes a fresh serving of goals and opportunities just waiting for you. Let's embark on this year's journey by taking a moment to reflect on the highlights of 2023 and get a sneak peek at what exciting things are in store for RPAG in the coming months.
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DoubleLine IPS Webinar
IPS are not static documents. Changes in macroeconomics, regulations and more call for an ongoing reevaluation of any IPS. Prudent committees consider potential changes on a regular basis. Please watch their recent webinar here.
Request IPS Kit -->


RPAG Regional Summits
Registration is now open for our Regional Summits! We can't wait to see you at one of four fantastic cities!
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Marketing Resources

New - RPAG University Episode
Main Menu > RPAG University > How to Create a Custom Report Theme
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Tax Savers Credit Memo
Fiduciary Compliance & Plan Design > Plan Limits
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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