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Participant Resources

Equip participants with timely, easy-to-understand content to help them invest better and live better.

There Are Always Reasons Not to Invest
Staying invested in stocks despite negative news has historically been profitable.
How High Earners Can Maximize Their Retirement Savings
A “backdoor Roth” and a “mega backdoor Roth” are two powerful retirement strategies.
Traditional IRA vs. Roth IRA: Which Is Right for You?
Understanding the differences between a traditional IRA and Roth IRA can help you decide which is best for you.
Why Longevity-Panel Events Are a Hit with Clients (And How You Can Host Your Own)
Partnerships with longevity-related experts can help you meet the increasing needs of aging clients.
9 Ways the “One Big Beautiful Bill” Could Impact Your Finances
What’s changing—and what it could mean for clients' money
What to Do When Clients Retire Earlier Than Planned: A Financial Professional’s Guide
How to help clients navigate uncertainty while helping to protect their financial future.
Resource icon Resources for Retirement Specialists

Focus Funds for Retirement Plans

RPAG Scorecard

fi-360 Fiduciary Score Report

Insights
Webinar Replay: 2026 Outlook: Elections, Earnings, and the Global Stimulus
With a pivotal election season on the horizon, more market-friendly policies could set the tone for the year ahead.
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