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.
Q1 Scores will be live Tuesday, April 15.
We’re Announcing a New Benefit of Membership
We’re excited to announce the launch of the Retirement Technology Partnership Program, a new benefit connecting you with the industry’s most forward-thinking asset managers. The first exclusive share class is available now in a CIT sub-advised by Victory Capital Management, Inc. and trusteed by Great Gray Trust Company. This program is dedicated to your growth through innovation, strategic support, and exclusive strategies.
Click to Learn More -->
NAPA 401k Summit
If you're attending the NAPA 401k Summit, we’d love to see you there! Be sure to stop by the RPAG booth (#215) and swing by Great Gray’s booths (#413 & #414)—one of which features a golf simulator and giveaway you won’t want to miss!
SeaWorld Caught in Net of Excessive Fee Case
SeaWorld Parks & Entertainment Inc. recently agreed to a $1.25 million settlement in a class-action lawsuit filed by employees who alleged excessive fees and mismanagement of the company’s retirement plan.
Read Article -->
2025 RPAG National Conference
Monday, September 29 - Wednesday, October 1
Save the Date -->
What is Roth 403(b)
Participant Services > Participant Memos
View Here -->
2025 Compliance Calendar
Fiduciary Compliance & Plan Design > Articles & Information
View Here -->
________________________________________
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!