by Wallace Blankenbaker | Nov 22, 2022 | Recordkeepers, Relationship Management, The Participant Experience, What We're Hearing
At our recent forum for DC sales executives, one of the trends we discussed was the increase in the number… 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 Wallace Blankenbaker | Oct 26, 2021 | Plan Sales, Recordkeepers, Relationship Management, Sales Management, What We're Hearing
Two recent RLF surveys point to the continued acceleration of RFP and sales activity across market segments. In one survey,… 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 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.
