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
Step by Step RPAG Guides
If you are a new RPAG user or need a refresher course, we have a full learning center just for you! Watch videos from teaching you "How to Add a New User" to "How to Create an FIR."
Start the Course -->
529 Plan Rollovers to Combine Accounts
529 plans are subject to the 60-day rollover rule. Consequently, direct or indirect rollovers between 529 plans for the benefit of the same beneficiary can occur only once every 12 months.
Read Full Article -->
Digital Sessions
Fund Research Made Easy with RPAG
March 19 at 10 a.m. PT/ 1 p.m. ET
Register Now -->
Events
2025 RPAG National Conference
Monday, September 29 - Wednesday, October 1
Save the Date -->
Marketing Resources
PAL Overview and Provided List (As of 3/13/25)
Plan Asset Link (PAL)
View Here -->
Scorecard System Explanation
Investment Due Diligence > Articles & Information
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!
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