by Suzanne Raffaele | May 25, 2021 | Plan Sales, Recordkeepers, Sales Management, What We're Hearing
We hosted back-to-back events on May 11th for Recordkeeper Sales Executives: a late morning session for small market leadership and an… You must be logged in to view this content.
by Wallace Blankenbaker | May 11, 2021 | News, PEPs/MEPs, What We're Hearing
Last week, the House Ways and Means committee voted unanimously to advance SECURE 2.0 to be considered by the House,… You must be logged in to view this content.
by Suzanne Raffaele | Apr 27, 2021 | Investment Only, Plan Sales, What We're Hearing
Last week, the RLF hosted its 2021 spring DCIO Senior Executive Roundtable. With leadership from 20 firms represented, the group… You must be logged in to view this content.
by Wallace Blankenbaker | Apr 13, 2021 | Product Trends, What We're Hearing
On a recent call with a large asset management firm, the interviewee commented that, “we are looking for the next… You must be logged in to view this content.
by Suzanne Raffaele | Mar 30, 2021 | Aggregators, What We're Hearing
Last week, the RLF hosted a virtual roundtable for senior executives from Scaled Retirement Advisory Firms (SRAFs), also known as… You must be logged in to view this content.
by Wallace Blankenbaker | Mar 16, 2021 | Data, Recordkeepers, Relationship Management, What We're Hearing
On March 4th, we held a virtual event with relationship management leaders from 15 of the top small market (under… You must be logged in to view this content.
