RLF conducted a member-requested survey yielding 8 responses from executives at recordkeeping firms. The purpose of this survey is to better understand our members’ pricing and profitability measurements for their Retirement Plan Recordkeeping business. The results demonstrate the pricing target metrics firms utilize and their results, as well as usage of proprietary assets.
Product and Partnership Complexity: DCIO Virtual Forum
On August 5th, 2025, RLF hosted a virtual event for its DCIO members. This report contains key takeaways from that event, which executives from 32 different firms attended as well as findings...