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.
DCIO CIT Fee Adjustment Practices
In October of 2025, the Retirement Leadership Forum conducted a survey of 17 asset managers to better understand their approach to adjusting CIT pricing. The survey presented members with three...