RPAG | Industry Trends and Technology News

The Retireminute | November 18, 2024

Written by RPAG | Nov 18, 2024 5:33:37 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

Send Your Plan Sponsors to an RPAG Hosted Webinar!
Want to get your plan sponsors ready for 2025? If you are a Premium Marketing Member, you can send them to a webinar on December 10 hosted by us! All you have to do is send out the invites. They even can receive CE Credits for attending!
Become a Premium Marketing Member -->

Learn What Plan Sponsors and Participants Really Want
American Century has the results from their 11th Annual Retirement Savers Survey and they want to share how changing viewpoints are impacting the goals and strategies of employers as they design their organizations’ plans.
See What They Want -->

PEPs from The Standard on RFP Express
Introducing two fiduciary friendly, low-cost PEPs for RPAG members! The Standard is the pooled plan provider for both, with Morningstar as the 3(38) for PEP Connect® and NFP as the 3(38) for Your 401(k) Retirement Plan.
Learn More -->

Digital Sessions

Navigating the Post-Election Investment Landscape
November 19 | 10 a.m. PT/1 p.m. ET
Stay On Point -->

Yield is Destiny
December 3 | 10 a.m. PT/1 p.m. ET
RSVP Today -->

Marketing Resources

Plan Highlights Template 2025
Fiduciary Compliance & Plan Design > Client Templates
View Here -->

What is Roth 401(k)?
Participant Services > 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!

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