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 | 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.
by Suzanne Raffaele | May 24, 2022 | AMA, Retirement Income, Sponsor Management and Strategy, What We're Hearing
In-plan retirement income remains a hot topic with our members. We dedicated a meeting to the subject last year and… 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 | Aug 21, 2019 | Blog Posts, News, PEPs/MEPs, Sponsor Management and Strategy, The Participant Experience
The small market has been a hot topic for RLF members this year. With the SECURE Act holding the promise… You must be logged in to view this content.
