by Suzanne Raffaele | Aug 17, 2021 | Recordkeepers, What We're Hearing
As the battle for retirement specialized advisors’ attention becomes increasingly competitive and aggregator firms that are rapidly growing demand more… You must be logged in to view this content.
by Wallace Blankenbaker | Aug 3, 2021 | Cyber Security, News, Recordkeepers, The Participant Experience, What We're Hearing
In light of new cybersecurity guidance issued by the DOL in April and a rash of recent ransomware attacks, recordkeepers… You must be logged in to view this content.
by Wallace Blankenbaker | Jun 22, 2021 | Recordkeepers, Relationship Management, Technology, The Participant Experience, What We're Hearing
Last week, we hosted a quarterly virtual roundtable for senior recordkeeping relationship management executives where we focused on post-pandemic service… You must be logged in to view this content.
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 | 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.
by Suzanne Raffaele | Feb 16, 2021 | Cyber Security, PEPs/MEPs, Plan Sales, Product Trends, Recordkeepers, Sales Management, What We're Hearing
Last week, RLF hosted its first quarterly Recordkeeper Sales Executive Council (RSEC) meetings of 2021. We convened senior leaders who… You must be logged in to view this content.
