The Retireminute | May 27, 2025

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
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 AllianceBernstein, LP, and trusteed by Great Gray Trust Company.
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To Bond or Not to Bond?
Over the last few years, there has been a fair bit of concern in the market over the general impact of rising interest rates. “You shouldn’t be holding bonds because rates will rise soon” goes the logic. But what does this really mean for investors? If interest rates rise, what will ultimately be the impact on investors’ portfolios?
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Make Benchmarking Part of Your Lead Nurturing Toolkit
PlanFees gives advisors an easy way to lean into opportunities with a clear, customized snapshot of how your prospects’ plan fees stack up. PlanFees can help you turn a sales pitch into a dialog where you’re adding value right from the start.
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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
June 2025 Retirement Times
Newsletters & Memos > Retirement Times
View Here -->
Participant Corner: Saving in Your 20s, 30s, 40s and Up… What Changes?
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!