by Sara Tershel | Jan 8, 2025
In December 2024, the RLF surveyed small market (under $50M) executives at leading recordkeeping firms to assess the performance of… You must be logged in to view this content.
by Sara Tershel | Dec 16, 2024
Pooled Employer Plans (PEPs) have received significant attention since their introduction in December 2019 because of their potential as a… You must be logged in to view this content.
by Sara Tershel | Dec 13, 2024
In November of 2024, the RLF conducted a member-requested survey to determine if DCIO Wholesalers have responsibility for home office… You must be logged in to view this content.
by Sara Tershel | Nov 4, 2024
In October of 2024, the RLF conducted a member-requested survey on issues that DCIOs encounter when reopening soft closed funds.… You must be logged in to view this content.
by Sara Tershel | Sep 9, 2024
On August 15th, 2024, the RLF hosted a virtual event for its DCIO members. This report contains key takeaways from… You must be logged in to view this content.
