The Retireminute | November 25, 2024

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

How Do You Use the RPAG Fund Mapping Feature?
To learn how to use this and other features of the RPAG Portal with short, easy to watch videos, go to our teachable portal and start learning!
Start Learning -->
Tech Enhancements
We once again have some amazing updates added to the RPAG Portal that help streamline workflows and enhance insights.
See All Updates -->
Win Business Using TDF Suitability
In today’s competitive retirement plan landscape, understanding and effectively leveraging Target Date Fund (TDF) suitability can be a game-changer for advisors looking to win new business.
Learn How to Use It -->

Digital Sessions

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

Lesser-Known Strategies to Improve Advisor and Client Outcomes
December 10 | 10 a.m. PT/1 p.m. ET
Register Now -->

Marketing Resources

December Retirement Times
Newsletters & Memos > Retirement Times
View Here -->

HCE Refund Notice Plan Year 2024
Fiduciary Compliance & Plan Design > Plan Limits
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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