by Suzanne Raffaele | Jun 3, 2025 | Plan Sales, Sales Management, What We're Hearing
On Thursday, we will host sales leadership from recordkeepers with large (50M+) and small market (<$50M) breakout sessions. According to… You must be logged in to view this content.
by Suzanne Raffaele | May 6, 2025 | AMA, PEPs/MEPs, Retirement Income, RLF News, What We're Hearing
Last week, the RLF attended the NAPA 401(k) Summit. As in past years, the attendee and speaker lists were impressive. We… You must be logged in to view this content.
by Suzanne Raffaele | Apr 8, 2025 | Investment Only, Recordkeepers, What We're Hearing
At our annual DCIO event in late February, members engaged in a lively conversation about the rising expense of partnerships in… You must be logged in to view this content.
by Suzanne Raffaele | Mar 11, 2025 | Aggregators, Investment Only, Plan Sales, Sales Management, What We're Hearing
On February 26th and 27th, the RLF hosted its annual in-person DCIO Executive Forum, where we spent two days digging… You must be logged in to view this content.
by Suzanne Raffaele | Feb 11, 2025 | Aggregators, Investment Only, What We're Hearing
Last week, we published our 2025 aggregator profiles. For this research, we interviewed multiple national account managers (NAMs) from more… You must be logged in to view this content.
