by Wallace Blankenbaker | Aug 30, 2022 | Recordkeepers, The Participant Experience, What We're Hearing
We’ve talked extensively in our member meetings and research reports about recordkeepers’ desire to expand participant relationships into new areas. … 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 Wallace Blankenbaker | Aug 2, 2022 | Recordkeepers, Relationship Management, Sponsor Management and Strategy, What We're Hearing
In late June, we hosted our semi-annual gathering of large and small relationship management leaders from the top recordkeepers. One… 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 Wallace Blankenbaker | Jun 7, 2022 | Recordkeepers, Sponsor Management and Strategy, Technology, The Participant Experience, What We're Hearing
In the early days of the pandemic, a big question mark for recordkeepers was whether virtual participant education could match… You must be logged in to view this content.
