RLF conducted a member-requested survey yielding 8 responses from executives at recordkeeping firms. The purpose of this survey is to better understand our members’ pricing and profitability measurements for their Retirement Plan Recordkeeping business. The results demonstrate the pricing target metrics firms utilize and their results, as well as usage of proprietary assets.
Recordkeeper Sales Executive Council: Large Market (More than $50M) Q2 2026 Virtual Roundtable
In June 2026, the RLF convened senior sales leaders from large market relationship recordkeepers to discuss the current state of sales activity, as well as to address several key areas of...