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
Streamline Your RFP Process
End the hassle of proposal gathering for plans with RFP Express! Discover the revolutionary fee benchmarking technology that quickly identifies the best providers for 401(k) plans. Streamline your fee analysis and proposal workflow today.
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Audits: The Devil is in the Details
Gain valuable insights on selecting auditors, conducting due diligence, and the crucial factors to consider. Our latest video provides advisors with the essential knowledge and guidance to navigate the complex world of ERISA plan audits effectively.
Get the Insight -->
Power Your Prospecting and Retention Rates with 3(16)
Keeping up with changing regulations and maintaining ERISA compliance can be a heavy burden for plan sponsors. Offer prospects a retirement plan without that burden and support client retention through 3(16) Administrative Fiduciary Services by Ascensus.
Continue the Discussion -->
Events
Grow Your Practice in the 403(b) & 457(b) Markets
June 6 at 10 AM PT/1 PM ET
Attain Wisdom -->
Limitless: 2023 National Conference
September 10-12
Save the Date -->
Marketing Resources
Investment Capabilities Statement
Content Marketing Plan > Flyers/One Pagers
View Here -->
IRS Audit Tips
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!
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