The Retireminute | June 20, 2023
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
Boost Your Marketing Efforts
Our Premium Marketing Package resources combined with artificial intelligence will exponentially improve the way you market your firm. Watch our most recent educational session for more information!
Watch Now -->
Grow Your Practice in the 403(B) and 457(B) Markets
Data indicates tax-exempt organizations are more receptive to working with financial professionals, thus creating an opportunity for advisors to grow their retirement plan business.
Expand Your Business -->
Streamlined Processes and Enhanced User Experience
Our mission is to equip you with essential tools and unparalleled support to fuel your business growth. We've been hard at work, streamlining processes and incorporating new features to offer a more polished and professional user experience.
Check Out Updates -->
Events
Limitless: 2023 National Conference
September 10-12
Save the Date -->
Digital Sessions
Supercharge Your Retirement Services with RPAG
June 28 at 10 AM PT/1 PM ET
Watch Now -->
Venrollment: Transforming Employee Benefits Communication
June 28 at 10 AM PT/1 PM ET
Gather Insights -->
flexPATH Strategies
Happy Birthday to Great Gray American Funds TDFs
Combining stellar active mgmt. with stable value exposure, American Funds TDF CITs surpassed the 3-year mark, outperforming the DJ TDF benchmark by 339bps annualized!
Learn More -->
Marketing Resources
Budgeting Worksheet
Participant Services > Participant Education
View Here -->
Fiduciary Compliance & Plan Design > Plan Limits
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!