by Suzanne Raffaele | Sep 13, 2022 | AMA, Product Trends, Recordkeepers, What We're Hearing
With participant demand for personalization, new launches on recordkeeping platforms, and aggregators’ focus on the convergence of retirement and wealth,… You must be logged in to view this content.
by Suzanne Raffaele | Aug 16, 2022 | Aggregators, Investment Only, Plan Sales, Sales Management, What We're Hearing
Last week, the RLF hosted its 2022 DCIO Virtual Forum. Thirty-six executives participated in an active dialogue around staffing changes,… You must be logged in to view this content.
by Suzanne Raffaele | Jul 19, 2022 | Relationship Management, Sales Management, Sponsor Management and Strategy, What We're Hearing
Earlier this month, plansponsor.com published an article detailing the impact of the “great resignation” on plan sponsors and the advisors… You must be logged in to view this content.
by Suzanne Raffaele | Jun 21, 2022 | Blog Posts, Financial Wellness, Plan Sales, Recordkeepers, Retirement Income, What We're Hearing
Last week, the RLF hosted its first virtual Recordkeeper Sales Executive Council meeting of 2022. In both sessions, small market… You must be logged in to view this content.
by Suzanne Raffaele | May 24, 2022 | AMA, Retirement Income, Sponsor Management and Strategy, What We're Hearing
In-plan retirement income remains a hot topic with our members. We dedicated a meeting to the subject last year and… You must be logged in to view this content.
