by Suzanne Raffaele | Feb 16, 2021 | Cyber Security, PEPs/MEPs, Plan Sales, Product Trends, Recordkeepers, Sales Management, What We're Hearing
Last week, RLF hosted its first quarterly Recordkeeper Sales Executive Council (RSEC) meetings of 2021. We convened senior leaders who… You must be logged in to view this content.
by Suzanne Raffaele | Feb 2, 2021 | Aggregators, Financial Wellness, PEPs/MEPs, What We're Hearing
We recently began research interviews for our Scaled Retirement Advisory Firm (SRAFs) Roundtable. And a good portion of the conversations… You must be logged in to view this content.
by Suzanne Raffaele | Jan 5, 2021 | News, RLF News, What We're Hearing
Happy New Year! We hope everyone had a happy and healthy holiday season. The RLF is excited for what we… You must be logged in to view this content.
by Suzanne Raffaele | Sep 5, 2017 | Product Trends, Sponsor Management and Strategy, The Participant Experience
Across 2016 and into 2017, members have reported increasing requests for information cyber security from both plan sponsors and intermediaries. … You must be logged in to view this content.
by Suzanne Raffaele | Aug 7, 2017 | Innovation, Investment Only, Sales Management
On July 27th, the RLF hosted our annual DCIO Executive Forum and this year was definitely different than most. The sentiment… You must be logged in to view this content.
