RPAG

????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

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

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

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.

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

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

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

?? 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

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

Start getting your plan sponsors ready for 2025! We have a whole video with American Century Investments discussing what plan sponsors want, a hosted webinar made just for them, as well as a Plan Highlights template for you to fill out. https://hubs.li/Q02YyY-S0 #plansponsors #retirementplanning #planadvisors