Summer Camp Week 4: Nature Study

Analyzing Stable Value & TDF

Stable Value offerings can vary considerably among providers. In this session, our scientists will magnify the main stable value structures, their pros and cons, and how to determine the best fit for your client (Is that an amoeba or a paramecium?). Then, we will turn our attention to the RPAG Target Date Analyzer to provide you a valuable analysis of the various risk levels, asset classes, cost passive/active positioning, and more to allow you to help your client focus on the “best fit” for your clients’ plan demographics….naturally! Bring your best questions (and a petri dish).

Presenter:

• Ryan Hamilton, Senior Investment Analyst, RPAG

Didn't catch all the summer camp series?

The Summer Camp is a RPAG webinar series that gives campers a deep dive into all things RPAG. Whether it’s just learning about RPAG and how we help advisors grow their retirement plan practices, or diving into all of the resources and technology in the RPAG Platform, RPAG Summer Camp has something for you!

1. Camp Orientation: Meet your counselors, sign-up for camp activities – RPAG Tips & Tricks
2. S’mores, Scores and Campfire – A deep dive of the RPAG Scorecard and Fiduciary Investment Review (FIR)
3. Scavenger Hunt- Finding the best retirement plan provider
4. Nature Study - Stable Value Analyzer and Target Date Analyzer
5. KIT: Turn your camp friends (prospects) into best friends (clients) - Prospecting