by Wallace Blankenbaker | Feb 27, 2024 | PEPs/MEPs, Product Trends, What We're Hearing
It’s still only February, but it looks like 2024 might be “the year of the PEP.” Recent retirement-related headlines have… You must be logged in to view this content.
by Wallace Blankenbaker | Jun 20, 2023 | COVID, PEPs/MEPs, Product Trends, Recordkeepers, Relationship Management, Retirement Income
Last week, we hosted our semi-annual virtual event for recordkeepers’ relationship management leadership. The overall theme of the discussions across… You must be logged in to view this content.
by Wallace Blankenbaker | Feb 28, 2023 | PEPs/MEPs, Product Trends, What We're Hearing
Last week, PEPs were the hot topic among national consultants. On the same day that Willis Towers Watson announced its… You must be logged in to view this content.
by Wallace Blankenbaker | Feb 1, 2022 | AMA, PEPs/MEPs, Product Trends, Retirement Income, What We're Hearing
At the beginning of each calendar year, we survey our members on the most pressing industry trends and present the… You must be logged in to view this content.
by Suzanne Raffaele | Jan 18, 2022 | Aggregators, PEPs/MEPs, Product Trends, Technology, What We're Hearing
Thursday, the RLF will host its annual kickoff webinar for 2022 (link to register here). This is one of our… 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.
