by Wallace Blankenbaker | Feb 12, 2020
The RLF is conducting a survey to gauge industry attitudes about the impact of the newly passed SECURE Act (including MEPS/PEPs and retirement income). In addition, this survey will look at specific plans firm are putting in place as a result of SECURE. With this...
by Wallace Blankenbaker | Jan 8, 2020
Each January, the RLF starts the year by taking a deep dive into our members’ previous year and outlook for their new. Results from our recent member agenda poll report 2019 to be an overall positive year as well as high expectations for 2020. With that in mind,...
by Wallace Blankenbaker | Dec 19, 2019
Part two of our series highlighting insight from our October Senior Executive meeting. Please click here to access the webinar replay.
by Wallace Blankenbaker | Oct 30, 2019
On November 5th we covered the first of a two-part series as we share key data and insights from our 2019 Senior Executive Forum. The first webinar focused on best practices in using data and predictive analytics to: Price for long-term retention Identify best fit...
by Wallace Blankenbaker | Jul 29, 2019
The RLF’s most well-attended webinar last year was The Future of the QDIA. This year, the topic is heating up again with a particular emphasis on managed accounts. With providers and advisors striving to deliver a more personalized participant experience, even more...
