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.
Recordkeeper RM Executive Council: Large Market (More than $50M) Q2 2026 Virtual Roundtable
In May 2026, the RLF convened senior leaders of large market relationship management to discuss the current state of retention and plan activity, as well as to address several key areas of...