Membership-Based Research Network
[ for top retirement plan recordkeeping, investment only, and retirement advisory firms ]
Best Practice Research
Through our proprietary research process, we deliver insight into the challenges facing industry-leading firms and share best practice case studies of innovative solutions.
Meetings & Networking
Join senior retirement leaders to hear & discuss the findings from our research. Peer-to-peer interaction and research-backed insights make our events different from the typical conference.
Custom Advisory Services
Sometimes you need answers right away. Our ad hoc, customized support gives you answers to your urgent questions through surveys of your peers, data searches, or customized presentations.
How We Can Help
[ Recordkeepers ]
- Capitalizing on the 2021 In-Plan Retirement Income Opportunity
- Selling Plans During and After a Pandemic
- Operating in a New World of Virtual Relationship Management
[ Investment Only ]
Our research for DCIOs focuses on sales and product development, examples include:
- Evolving the DCIO Sales Model
- Understanding the Business Impact of CITs
- Organizing Around the Insurance and Sub-advised Opportunity
[ Retirement Advisory Firms ]
- Growing into a True Distribution Powerhouse
- Balancing Integration and Advisor Entrepreneurship
- Using Advice to Bridge the Gap Between Retirement and Wealth
See an overview of our 2025 initiatives.
Latest Publications
Recordkeeper RM Executive Council: Small Market (Less than $50M) Q2 2025 Virtual Roundtable
In May 2025, the RLF surveyed small market (under $50M) executives at leading recordkeeping firms to assess the performance of and key priorities for their relationship management organization. Also in May, the RLF hosted a virtual roundtable with small market...
Small Market Sales: NAV vs. GA
In April 2025, the RLF surveyed small market retirement plan recordkeepers to better understand trends in small market sales, specifically looking at sales of NAV vs. group annuity products.
A Closer Look at Plan Health Reporting
In March and April 2025, the RLF interviewed retirement plan recordkeepers to better understand their current approach and future plans for plan health reporting. Most recordkeepers have had some form of plan health reporting for as many as two decades. They began by...
DCIO Investment in Partner Programs
In March of 2025, the RLF conducted a member-requested survey to better understand the investments that DCIO firms are making in partner programs (both recordkeeper and distributor programs). This report includes the results of our survey, to which 14 firms responded.
From Our Members
