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.
Fewer Gates, Bigger Stakes: DCIO in a More Controlled Ecosystem
The Retirement Leadership Forum’s annual in-person DCIO Forum, originally scheduled for February 23–24, was moved to a shortened virtual event due to severe winter weather. This report summarizes...