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 Suzanne Raffaele | Jul 20, 2021 | Aggregators, News, Product Trends, The Participant Experience, What We're Hearing
Advisor managed accounts made a lot of headlines in July. First, Cerulli declared that “RIA Aggregators Drive Advisor Managed Accounts Adoption”… 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 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.
by Wallace Blankenbaker | Mar 19, 2018 | Product Trends, Sponsor Management and Strategy, The Participant Experience
I’ve been thinking a lot about predictions lately. It’s March Madness, when we fill out tournament brackets and try to… You must be logged in to view this content.
by Wallace Blankenbaker | Jan 19, 2018 | Investment Only, Plan Sales, Product Trends, Sales Management, Sponsor Management and Strategy, The Participant Experience
We recently finished analyzing the results of our 2018 member survey, and some of the findings are pretty surprising. All… You must be logged in to view this content.
