CIT Scoring Update for 2023 In accordance with new regulations, CITs will no longer be linked to their longer-tenured equivalents for historical (performance) data effective with 12/31 reporting -> Watch the video here
Refreshed WellCents Dashboard We want to help you succeed which is why we keep our tools up to date. Click the button below to check out what's changed in the WellCents dashboard -> See updates here
Upcoming Webinars and Education
Planning Your Services for the Year Watch RPAG as we take you through best practices for planning your new year, as well as how to utilize the RPAG Advisor Portal to make sure you are staying on top of important tasks and meetings -> Gain More Insights
Understanding Secure 2.0 RPAG will provide an overview of the provisions that affect 401(k) and 403(b) retirement plans -> Gain More Insights
Plan Highlights Template Fiduciary Compliance & Plan Design > Client Templates
The War on Investors' Minds Content Marketing Plan > Flyers/One Pagers
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