The Retireminute | March 5, 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.

Events

RPAG Regional Summits!
 Immerse yourself in a 2-day conference packed with valuable education and collaborative opportunities. Hotel deadlines are coming up this month, so reserve your room now!
Reserve Now -->

We'll See You in Nashville! | April 7-9 | Nashville, TN | Booth 209
Make sure to stop by our booth at the NAPA 401(k) Summits in Nashville, TN from April 7-9 for a refreshing espresso on us! Excited to meet and connect with you there!

News & Updates

March RPAG Scoop
The RPAG Scoop is back with a slam-dunk March edition, and we've got a lineup that's set to score big in the professional arena! Join our marketing team, ERISA expert, and special guests from Principal and Voya to create a new retirement game plan.
Get the Scoop -->

Fixed Income Exposure for Retirees
The general idea of target-date funds is simple and highly effective. However, as appealing as this formula may be for early accumulation years, multi-sector bond plan options may serve older participants more effectively.
Learn More -->

Digital Sessions

RPAG's Fiduciary Update
Wednesday, March 13 | 10 a.m. PT/ 1 p.m. ET
Register Now -->

flexPATH Strategies

Stable Value in a Falling Rate Environment
Has stable value lost its luster in our new falling rate environment? Risk-adjusted returns for TDFs with SV were higher in 2023 despite bonds ending the year up 5.5%.
Review 2023 Results and 2024 Outlook -->

Marketing Resources

New Upload - How To Run a Standalone Report
Resources > RPAG University
View Here -->

Plan Highlights Template
Fiduciary Compliance & Plan Design > Client Templates
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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