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.
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.
