The Retireminute | May 19, 2025
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
Holiday Hours
In observance of Memorial Day, our office will close Friday, May 23 at 1:30 p.m. PT and will resume standard business hours Tuesday, May 27.
Another Partner Joins the Retirement Technology Partnership Program
We’re proud to offer another exclusive share class through the Retirement Technology Partnership Program, available now in a CIT sub-advised by American Century and trusteed by Great Gray Trust Company.
Learn More -->
Need a PAL Refresher?
Watch our recent video going over how to use the PAL resource available to RPAG members in the portal. Whether you’re new to PAL or want to improve how you’re using it, this video will give you the clarity and tools you need to save time, streamline your processes, and increase your operational efficiency.
Watch Now -->
Win the Retention Wars by Benchmarking Better
Advisors must navigate a long sales cycle as plan sponsors carefully vet providers. That’s one reason why minimizing churn in your advisory practice is so important and why a strong, proactive retention strategy is essential for long-term success.
Read Article-->
Digital Sessions
RPAG Portal Basics
Wednesday, May 28 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
Retirement Income Matrix
Investment Due Diligence > Article & Information
View Here -->
Benchmarking - RFP Capabilities
Content Marketing Plan > Flyers/One Pagers
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!