The Retireminute | May 20, 2024
Published by
RPAG
on
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 be closed starting Friday, May 24 at 1:30 p.m. PT and will resume standard business hours Tuesday, May 28.
Scoop Up the Latest Updates
Join our team members for an inside look at the latest happenings at RPAG as well as a look at the market and where our Chief Investment Officer believes the trend is going.
Watch Now -->
Leaving a Legacy with ESOPs
With the Silver Tsunami working its way here, and half of private firms being owned by baby boomers, it's time for you to get comfortable with discussing ESOPs with your plan sponsor clients.
Get Conversing Tips -->
How AI is Changing Our Industry
Watch this panel of industry specialists as they discuss the intricacies and repercussions of the development and usage of artificial intelligence in retirement.
Watch Session -->
2023 Plan and Participant Trends
T. Rowe Price’s annual benchmarking report examines the plan design trends and participant behaviors that emerged in 2023 from 660 plans and over 2 million participants.
Learn More -->
Digital Sessions
Stand Out and Sell More with Premium Marketing
Thursday, May 23 | 10 a.m. PT/1 p.m. ET
Only 3 Days Away -->
flexPATH Strategies
Lifetime Income - UPDATE
Retirement Income continues to be a popular topic at advisor conferences, but are we at a point where plan sponsors should pay attention? Find out in this summary from 6 weeks of industry conferences.
Discover the Update -->
Marketing Resources
How to Create Special Funds
RPAG University
Watch Here -->
DOL Proposes Voluntary Retirement Savings Lost and Found Information Collection Rules
Fiduciary Compliance & Plan Design > Articles & Information
View Here -->
________________________________________
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!