The Retireminute | July 2, 2024
Published by
RPAG
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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 Independence Day, our office will close Wednesday, July 3, at 1:30 p.m. PT and will resume standard business hours Friday, July 5.
Q2 Scores Will Be Released Tuesday, July 16.
July 2024 RPAG Scoop
We thought we would bring some fun news this month to our July RPAG Scoop by kicking it off with a National Conference announcement! We also have a Senior Investment Consultant from flexPATH Strategies here to give you updates on investments at her "Sundae School."
Get the Scoop -->
QDIA Debate!
Matthew Giovinazzo and Alex Kahn took part in a spirited debate about the future of QDIA. The contestants discussed a variety of subtopics within QDIA talking about different approaches while defending opposing sides.
See Who Wins -->
Sallus: Your Small Business Retirement Plan Solution
Some small business 401(k) opportunities likely come your way. We know they can be a challenge, but we can help. Work with Sallus Retirement; don’t walk by future small business 401(k) clients. Sallus Retirement: Simple | Affordable | Expertly Managed.
Learn More About Sallus -->
Federated Hermes Global Election Watch
Over the long haul, who the president is has mattered less than staying fully invested; however, over the short term, government policy can impact markets and specific sectors.
Click Here for Election Resources -->
Events
JUBILEE | RPAG 2024 National Conference!
September 8 - 10 at the Ritz-Carlton, Laguna Niguel
Register Now -->
Marketing Resources
Sample Consultant RFP Response (Preview) - Premium Marketing Members Only
Content Marketing Plan > Consultant RFP
View Here -->
Q1 2024 CITs (Exclusive to RPAG)
CITs and Custom TDFs > Single Manager CITs
View Here -->
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Looking for more information?
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!