The Retireminute | March 25, 2024
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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.
Events
Join the RPAG Bunch at Summits!
Our Regional Summit tour starts in less than a month! Do you recognize anyone in this "bunch"? Watch our video to see the "RPAG Bunch" in action, and register below if you haven't!
Reserve Now -->
April 7 | Room 102A | 9:30 - 11:30 am
Come mingle with us on April 7th for an exclusive RPAG and flexPATH Strategies State of the Platform update accompanied by complimentary refreshments!
Register Now -->
News & Updates
Upgrades Based on Your Suggestions!
Enjoy a seamless workflow with 'Save As Template' in FIR, clear glidepath risk levels in TDF Analyzer, and sorted funds in Fund Lookup. Plus, gain more with enriched Advisor Reports, a smoother RPAG login, and streamlined RFP Express.
Watch Now -->
Fiduciary Update
Learn about actions you should be taking now to help your clients design the terms and features of their tax-qualified retirement plans to align with these new updates to SECURE 2.0.
Get Insights -->
Preserving a Legacy with Employee Stock Ownership Plans
87% of US businesses are family-owned, employing over half of American workers, yet nearly half of retiring owners lack succession plans. OneAmerica Financial shows how ESOPs promote employee retention, wealth accumulation, and a lasting legacy.
Get Insights -->
Marketing Resources
April 2024 Retirement Times
Newsletters & Memos > Retirement Times
View Here -->
Newsletters & Memos > Participant Memos
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!