RPAG | Industry Trends and Technology News

The Retireminute | May 6, 2025

Written by RPAG® | May 6, 2025 9:32:50 PM

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

Watch the RPAG Scoop!
This episode features practical tips to streamline your portal experience, a breakdown of how we evaluate allocation funds, and step-by-step guidance on linking PAL feeds. Plus, we share how to leverage this month’s ERISA-focused Hosted Webinar to educate and support your plan sponsor clients.
Watch Now -->

Use PAL for Better Managed Data
Learn how Plan Asset Link (PAL) automates plan data syncing from recordkeepers to the RPAG Advisor Portal, saving you time and reducing manual work. In this video, we walk you through the full process and answer common questions to help you get started.
Learn About PAL -->

Q2 2025 Fiduciary Hot Topics
Get ahead of ERISA related topics that you should be discussing with your plan sponsors. In addition to the full document, you can watch our video outlining what each section means for plans.
See the Intel -->

Events

2025 RPAG National Conference
Monday, September 29 - Wednesday, October 1
Save the Date -->

Marketing Resources

May 2025 Retirement Times
Newsletters & Memos > Retirement Times
View Here -->

Four Basic Steps for a Successful Retirement
Newsletters & Memos > Participant Memos
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!

Not an RPAG Member?