??Happy Thanksgiving! This year and every year, we’re thankful for our incredible community of advisors. In observance of the holiday, our offices are closed, and we will resume standard business hours on Monday, December 2. Have a joyful and restful Thanksgiving! #HappyThanksgiving #retirementadvisors #Gratitude
RPAG
金融服务
Aliso Viejo,CA 4,223 位关注者
Premier technology, training, resources and solutions for elite advisors and institutions.
关于我们
Welcome to RPAG's LinkedIn page, where we provide comprehensive retirement plan advisory services and insights for retirement plan sponsors, fiduciaries, and financial advisors. As a leading retirement plan advisory firm, we are committed to helping our members navigate the complexities of retirement planning and achieve their retirement goals. Our team of experienced professionals brings a wealth of knowledge and expertise to every engagement, providing personalized solutions tailored to our clients' unique needs. Through this page, we share valuable content on retirement plan design, fiduciary responsibilities, practice management, compliance, investment due diligence and more. Our goal is to provide you with the latest industry trends, insights, and best practices to help you make informed decisions when it comes to managing your retirement plan. Follow our page to stay up-to-date on the latest retirement plan topics and join the conversation by sharing your thoughts, comments, and questions. We look forward to connecting with you! To learn more, visit https://www.rpag.com
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Aliso Viejo,CA
- 类型
- 上市公司
- 创立
- 2004
- 领域
- Investment Due Diligence、RFPs & Fee Benchmarkings、Fiduciary Compliance、Sales & Marketing、Practice Management、Technology和Training
地点
-
主要
120 Vantis
Suite 480
US,CA,Aliso Viejo,92656
RPAG员工
动态
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????We can't let 2008 repeat itself! ??Due to different risk levels associated with #targetdatefunds, when a #recession comes around the time that participants are planning to #retire, it is important to make sure they are invested in a #TDF that is most appropriate for their targeted retirement age.?Lauren Neeno
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Join Inspira Financial's James (Jay) Breitenkamp and Michael Kelly as they share innovative ways to deliver more value to your clients. From #retirementplan terminations to emergency #savingsplans and beyond, this session is packed with insights to navigate the evolving regulatory landscape. Don’t miss out—register today! https://hubs.li/Q02ZyTch0
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In this week's Retireminute, we have updates to the portal and new educational resources for you to view at your leisure. As a reminder, we close on Wednesday at 1:30 p.m. PT in observance of Thanksgiving, and will reopen Monday, December 2. Have a great week! https://hubs.li/Q02ZmpWT0 #retirementplanning #thanksgiving #techenhancements
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We wanted a one stop shop for advisors to view their entire book of business, which is why we created the Plan Asset Link, AKA PAL. This is a monthly data feed in collaboration with recordkeepers that update plan asset information for our advisors that use our platform! Interested in joining RPAG? Book a meeting today! https://hubs.li/Q02Zfx5T0 #RPAG #retirementadvisors #advisoryservices #PAL Luke Vandermillen Jr.
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Helping participants reach the recommended 15% savings rate is all about timing and strategy. Tools like #autoenrollment and #autoescalation can make a measurable difference in getting employees on track faster. Learn more by reading our article: https://hubs.li/Q02ZbDmR0 #planadvisors #retirementplanning
The Road to 15% | Helping Participants Navigate Toward Retirement Readiness
insights.rpag.com
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A recent Cerulli Associates survey reveals that while 71% of #plansponsors offer #financialwellness programs, engagement remains below 20%. How can sponsors increase participation? ?? Tailor resources to employees’ specific needs ?? Address short-term challenges like #debtmanagement ??? Offer life-stage-specific tools and guides ?? Promote resources across multiple channels #Advisors, share this with your plan sponsors to help them close the gap and create a financially secure workforce! https://hubs.li/Q02Y_xZs0
Closing the Financial Wellness Engagement Gap
insights.rpag.com
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The policy pendulum swings: What Trump's victory means for the next four years. Explore key investment themes emerging across trade, taxes, and U.S. debt and deficit, as the Global Market Strategy team at New York Life Investments shares their insights and actionable investment ideas. https://hubs.li/Q02Y_1X10
Read How His Victory Affects Investors
sponsored.bloomberg.com
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?? Why LinkedIn is a Must for Retirement Plan Advisors ?? LinkedIn isn’t just a platform; it’s your gateway to building professional credibility and connecting with #plansponsors. Here’s why it matters: ?? Showcase your expertise with a polished profile and thought leadership content ?? Network with decision-makers in the #retirementplanning space ?? Build trust by sharing insights and engaging with industry trends LinkedIn helps you position yourself as a trusted advisor while expanding your reach. Don’t miss out on the opportunity to grow your practice! ??Need help coming up with social media posts? Use our #socialmedia calendar available to Premium Marketing Members in the Resource Center. #PlanAdvisors #LinkedIn #ProfessionalGrowth #Networking Ashley Passow
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As global growth and #inflation moderate, we’re entering a new era where elevated yields make #bonds more attractive than ever. Join PGIM Fixed Income to learn why “Yield is Destiny” in today’s market and how #activemanagement can help investors seize long-term, risk-adjusted returns. Register now: https://hubs.li/Q02YKTrz0
Position Clients for Success | December 3, 10 a.m. PT/1 p.m. ET
rpag.zoom.us