The Retireminute | July 29, 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

Q2 Scores are Live.


Asset Allocation Style Diversity Criteria
RPAG has updated the criteria for Style Diversity in Asset Allocation strategies. This enhancement accounts for the increasingly diverse asset allocation approaches among these funds. 
What's the Update -->

Great Gray Ad Lib
Val Ferrara leads this interactive session with a fun and engaging activity, crafting the perfect CIT pitch through a game of Mad Libs. Attendees were called upon to provide words such as adjectives, verbs, and numbers, which were then used to create a unique and humorous pitch.
Hear the Pitch -->

Events

JUBILEE | RPAG 2024 National Conference!
September 8 - 10 at the Ritz-Carlton, Laguna Niguel
Register Now -->

Digital Sessions

Successes of the DC Retirement System
Tuesday, August 6 at 10 a.m. PT / 1 p.m. ET
Know Your Stuff -->

Take Control of Your Time with RPAG
Thursday, August 8 at 10 a.m. PT / 1 p.m. ET
Register Now -->

Marketing Resources

August 2024 The Retirement Times
Newsletters & Memos > Retirement Times 
View Here -->

Q3 2024 Fiduciary Legal Briefing
Fiduciary Compliance & Plan Design > Fiduciary Legal Briefing
View Here -->

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