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.
The Growth Squeeze: Strategies for Success Amid Industry Transformation
In 2026, the DCIO opportunity remains enormous, but consolidation has narrowed the track—creating fewer gatekeepers, open-shelf positions, and paths to growth—even as more firms compete for them....