RPAG | Industry Trends and Technology News

The Retireminute | November 20, 2023

Written by RPAG | Nov 20, 2023 5:53:05 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

Holiday Hours
In observance of Thanksgiving, our office will close Wednesday, November 22, at 1:30 p.m. PT and will resume standard business hours Monday, November 27.

Host Your Very Own Webinars with Webinar Kits!
 Introducing Webinar Kits - your all-in-one solution for hassle-free, impactful learning. Now, access and host pre-designed, FINRA-reviewed webinars for plan sponsors at your own pace.

Learn What's Included -->

Navigating the World of Retirement Plan Benchmarking
Learn about the complexities of fee benchmarking analysis, the importance of scalability and process control, as well as client interactions.
Watch Now -->

Events

RPAG Regional Summits
Click below to explore the distinct cities and hotels of our upcoming Regional Summits and get ready for an unparalleled experience in April 2024!
Save the Date -->

Digital Sessions

PIMCO Value Investing | A Different Approach
December 5 at 10 AM PT/1 PM ET
Register Now -->

Marketing Resources

Voluntary After-Tax Contributions Supplemental Slides
Fiduciary Compliance & Plan Design > Plan Limits
View Here -->

December Retirement Times
Newsletters & Memos > Retirement Times
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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