by Sara Tershel | Feb 26, 2024
In December of 2023, the RLF conducted a member-requested survey on how recordkeepers handle terminated participants and their efforts to… You must be logged in to view this content.
by Sara Tershel | Sep 25, 2023
In August 2023, the RLF surveyed recordkeepers about their post-COVID incentive trip practices. In all, twelve firms responded to the… You must be logged in to view this content.
by Sara Tershel | Sep 11, 2023
In September of 2023, the RLF conducted a member-requested survey on Asset Managers’ CIT relationship pricing practices. This report includes… You must be logged in to view this content.
by Sara Tershel | May 31, 2023
In May of 2023, the RLF conducted a member-requested survey on Asset Managers’ coverage of institutional consulting firms. This report… You must be logged in to view this content.
by Sara Tershel | Mar 31, 2023
In March 2023, the RLF conducted a member-requested survey on recordkeepers’ use of participant data. This report shows the results… You must be logged in to view this content.
