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.
by Wallace Blankenbaker | Sep 28, 2021 | COVID, Recordkeepers, Relationship Management, Sponsor Management and Strategy, Technology, What We're Hearing
We’ve spent the last several weeks interviewing senior executives within recordkeepers’ relationship management function with the goal of understanding what… You must be logged in to view this content.
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.
