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 | Jun 3, 2024
In May of 2024, the RLF conducted a member-requested survey on how DCIO firms determine CIT share class eligibility. This… You must be logged in to view this content.
by Sara Tershel | Apr 8, 2024
The following table provides a comparative overview of Pooled Employer Plans (PEPs), Multiple Employer Plans (MEPs), and Groups of Plans… You must be logged in to view this content.
by Sara Tershel | Apr 5, 2024
In March 2024, the RLF surveyed retirement plan recordkeepers to better understand their success with and outlook for various “adjacent”… You must be logged in to view this content.
