by Suzanne Raffaele | Jun 16, 2026 | PEPs/MEPs, Plan Sales, Product Trends, Sales Management, Technology, What We're Hearing
Last week, we hosted senior sales leaders from the recordkeepers in our membership – both small (under $50M) and large market ($50M+).… You must be logged in to view this content.
by Wallace Blankenbaker | Jun 2, 2026 | Recordkeepers, Relationship Management, What We're Hearing
On May 12th, we convened (virtually) our small and large market recordkeeper RM executive councils. In many ways, it was… You must be logged in to view this content.
by Suzanne Raffaele | May 19, 2026 | News, What We're Hearing
Over the last nine months, the retirement industry has seen a raft of consolidation events. It started in mid-2025, when… You must be logged in to view this content.
by Wallace Blankenbaker | May 5, 2026 | PEPs/MEPs, RLF News, What We're Hearing
In just a few short years, PEPs have moved from interesting concept to an accepted and established tool for meeting… You must be logged in to view this content.
by Suzanne Raffaele | Apr 21, 2026 | What We're Hearing
We’re at this year’s NAPA Summit in Tampa—always a great chance to reconnect with members and make new connections. Over… You must be logged in to view this content.
