by Wallace Blankenbaker | Jan 4, 2022 | COVID, What We're Hearing
As the 2021 holiday season approached, retirement executives were looking at 2022 with guarded optimism. RLF surveys found that most… You must be logged in to view this content.
by Suzanne Raffaele | Dec 7, 2021 | Aggregators, Product Trends, What We're Hearing
RLF has dedicated a significant amount of time to the aggregator channel across the last three plus years and for… You must be logged in to view this content.
by Wallace Blankenbaker | Nov 23, 2021 | Innovation, Product Trends, Retirement Income, The Participant Experience, What We're Hearing
Last week, we hosted a virtual event focused on the latest trends in participant advice and retirement income. Attendees included… You must be logged in to view this content.
by Suzanne Raffaele | Nov 9, 2021 | AMA, Cyber Security, Plan Sales, Recordkeepers, What We're Hearing
In the last post, we highlighted recent survey results (from our sales and relationship management events) that pointed to an… You must be logged in to view this content.
by Wallace Blankenbaker | Oct 26, 2021 | Plan Sales, Recordkeepers, Relationship Management, Sales Management, What We're Hearing
Two recent RLF surveys point to the continued acceleration of RFP and sales activity across market segments. In one survey,… You must be logged in to view this content.
by Suzanne Raffaele | Oct 12, 2021 | COVID, Plan Sales, Recordkeepers, Sales Management, What We're Hearing
Today, the RLF will be hosting its Q4 Recordkeeper Sales Executive Council meeting. We started this meeting series – one… You must be logged in to view this content.
