Found 326 Results
Publications & Research
August 28, 2023
On August 10th, 2023, the RLF hosted a virtual event for its DCIO members. This report contains key takeaways from…
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Latest Perspectives
August 15, 2023
Last week, RLF hosted its DCIO members for a mid-year virtual forum. With budgets tightening and partnership spending skyrocketing, DCIOs continue to refine their approach to the business. Some of the most interesting commentary from the meeting included: A Solid Sales Start. While a very slow January made many firms nervous about how 2023 would shape up, YOY sales are higher for 53% of DCIOs.
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Publications & Research
August 14, 2023
This report includes staffing and team structures as of summer 2023 for 18 DCIO firms.
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Latest Perspectives
August 1, 2023
We’re working on new research in the retirement income space for release this Fall, and we wanted to share a few of the early findings. At a high level, adoption of existing solutions by plan is slow so any thought we may have had around measuring asset flows into retirement income products as part of this research is a non-starter.
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Publications & Research
In June 2023, RLF surveyed large market (over $50M) executives at leading recordkeeping firms to assess the performance of and…
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Publications & Research
July 31, 2023
In June 2023, RLF surveyed small market (under $50M) executives at leading recordkeeping firms to assess the performance of and…
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Publications & Research
July 28, 2023
On June 8th, 2023, the RLF hosted a virtual event for its Large Market Recordkeeper Sales Executive Council. This report…
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Latest Perspectives
July 18, 2023
An ongoing theme in our research this and last year is partnership reciprocity. Between industry consolidation, overlapping value propositions, and unrelenting margin pressure, all of our members are being more selective about the firms with which they partner.
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Publications & Research
July 17, 2023
On June 8th, 2023, the RLF hosted a virtual event for its Small Market (<$50M) Recordkeeper Sales Executive Council. This…
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Latest Perspectives
June 20, 2023
Last week, we hosted our semi-annual virtual event for recordkeepers’ relationship management leadership. The overall theme of the discussions across the small and large ends of the market was one of “getting back to normal,” where most of the disruptions of COVID have faded to the background.
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Latest Perspectives
June 6, 2023
The RLF is hosting its Q2 2023 Recordkeeper Sales Executive Council virtual meetings on Thursday, June 8. Small market sales executives will meet in the morning and our pre-meeting survey shows that they are facing slower than expected sales in the first half. In interviews, some small market executives commented that plan sponsors’ indecision was hampering the sales environment and others pointed to the stable value market as a hindrance.
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Publications & Research
May 31, 2023
In May of 2023, the RLF conducted a member-requested survey on Asset Managers’ coverage of institutional consulting firms. This report…
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Publications & Research
May 30, 2023
Engaging participants continues to be one of recordkeepers’ top priorities as they look to both meet their mandate to increase…
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Latest Perspectives
May 23, 2023
Ever since the pandemic first disrupted the day-to-day business operations of almost every company in the world, recordkeepers have been concerned about post-pandemic proposal and RFP activity. That is, with businesses focused on more urgent issues during the pandemic, at some point, we’d face a flood of activity as companies return to their fiduciary duties.
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Publications & Research
May 22, 2023
After publishing our annual aggregator profiles, we received an overwhelming number of requests to create a similar perspective from national…
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Latest Perspectives
May 9, 2023
Retirement income has long been a topic of interest for our members, dating back to our first-ever retirement income case study on Genworth’s Clearcourse, which was launched 18 years ago this April! While level of effort behind retirement income products has ebbed and flowed in the intervening years, activity has spiked in 2023 and it feels more substantial this time around.
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Latest Perspectives
April 25, 2023
We are wrapping up new research on recordkeepers’ participant education and engagement practices and one of the most interesting findings is that utilization of financial wellness continues to increase. Eighty percent of recordkeepers indicated that plan sponsor adoption has increased across the last year, while 70% said that participant utilization has increased across the same time.
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Publications & Research
April 19, 2023
This report contains the findings from the Retirement Leadership Forum’s 2023 DCIO research, which centered around the higher stakes nature…
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Latest Perspectives
April 11, 2023
The “aggregators” have grown substantially over the last 5 years and have become the most powerful distribution partners in the retirement plan space. In the last two years alone, the group has grown from $1.4T in plan assets under advisement to an eye-popping $2.3T. The trend and aspiration of increasing home office control of the investment line-up continues to cut across all aggregator firms.
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Publications & Research
March 31, 2023
In March 2023, the RLF conducted a member-requested survey on recordkeepers’ use of participant data. This report shows the results…
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pdf
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Latest Perspectives
March 28, 2023
We are midway through the research process for our upcoming report on participant education and engagement, and we’re already uncovering some interesting insights from our recordkeeper members. At a high level, the consistent theme of our research calls, to date, has centered on “digital participant engagement.”
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Latest Perspectives
March 14, 2023
Last week, the RLF held its annual DCIO Senior Executive Forum in Boston. Thank you again to Putnam for hosting us! We had record attendance with 45 executives representing 25 different firms. This year’s research centered around the theme of the high-stakes nature of the DCIO business.
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Latest Perspectives
February 28, 2023
Last week, PEPs were the hot topic among national consultants. On the same day that Willis Towers Watson announced its new PEP offering, one its chief competitors, AON, revealed that they had made significant additions to their PEP sales team.
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Publications & Research
February 27, 2023
This report examines retirement providers’ (recordkeepers and DCIOs) business expectations and top trends of interest for 2023. Understanding this industry…
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pdf
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Latest Perspectives
February 14, 2023
There have been a handful of articles recently pointing to financial advisors’ struggle with navigating the tools and technology available to them. Advisors often have access to tools through systems like RPAG as well as tools and technology available through their own home office. What works? What’s worth it? Who should they partner with?
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Publications & Research
February 13, 2023
This report contains the findings from the Retirement Leadership Forum’s research into key trends in large market recordkeeper sales (over…
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pdf
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Latest Perspectives
January 31, 2023
At the end of every year, we poll our members about their key initiatives and interests for the coming year. For recordkeepers in 2023, it’s all about the participant. For example, product leaders that we surveyed told us that all three of their top areas for additional investment in 2023 are participant related.
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Latest Perspectives
January 17, 2023
RLF recently completed a member-requested report on CIT minimums and breakpoints. Based on a survey of 13 DCIO firms, the report revealed that a majority of firms still maintain minimums but are able to waive them for the right opportunity (e.g., the right distribution relationship).
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Publications & Research
January 13, 2023
In December of 2022, the RLF conducted a member-requested survey on Collective Investment Trust (CIT) minimum investment requirements and investment…
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pdf
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Publications & Research
January 12, 2023
During the summer and fall of 2022, the RLF interviewed National Account Managers from more than 15 different DCIO firms…
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pdf
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Latest Perspectives
January 3, 2023
As the calendar flips to 2023, the RLF already has a busy slate of research and events scheduled for the first quarter. We wanted to provide a snapshot of a few of the more important initiatives.
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Latest Perspectives
December 6, 2022
For the last six months, RLF has consistently heard from members that hiring is a challenge. We heard it in early November at our Sales Executive Forum and it is a topic of interest for this week’s RM Executive Roundtable (virtual). The sales and RM leaders are not so much seeing it with their teams as they are with the day-to-day account managers and operations staff.
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Publications & Research
December 5, 2022
This report contains the findings from the Retirement Leadership Forum’s research into key trends in small market recordkeeper sales (under…
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pdf
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Latest Perspectives
November 22, 2022
At our recent forum for DC sales executives, one of the trends we discussed was the increase in the number of service-related issues among recordkeepers. Some sales leaders indicated that they’d been getting more than the usual number of complaints from advisors about service lapses and wanted to understand if this increase was limited to their firm or more of an industry-wide trend.
post
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Latest Perspectives
November 8, 2022
Last week, the RLF hosted nearly 60 sales executives from leading retirement providers with representation from recordkeepers’ large and small market sales teams as well as DCIO sales management. The event centered around the theme of building and refining partnerships between recordkeepers, DCIOs, and their distribution partners.
post
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Publications & Research
November 7, 2022
In October 2022, the RLF conducted a member-requested survey to benchmark the Spanish language capabilities of recordkeepers’ websites, mobile apps,…
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pdf
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Latest Perspectives
October 25, 2022
Next week, we’ll bring together sales leaders from top recordkeeping and DCIO firms for a two-day event in Nashville. As we finalize the agenda for the event, partnerships among DCIO, recordkeeping, and advisor firms have emerged as a key theme.
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Latest Perspectives
October 11, 2022
We are midway through October with conference season in full swing and many of our members in the throes of 2023 strategy/budget planning. We will be conducting our formal 2023 agenda poll in the next week to determine topics and events for next year but have already started having conversations about topics of interest.
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Latest Perspectives
September 27, 2022
The subject of retirement income came up at a recent roundtable event we attended with about 30 DCIO, advisor, and recordkeeping firms. As the attendees debated the size and scope of the opportunity, what really stood out was the subtext of the conversation: there were three key areas of disagreement among the attendees that, without clear answers, threaten to stall recent progress in the development of retirement income solutions.
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Publications & Research
September 26, 2022
The Retirement Leadership Forum conducted seven interviews with leading DC plan recordkeepers to understand the structure of their rollover business…
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Publications & Research
September 23, 2022
The Retirement Leadership Forum conducted a series of interviews with bank retirement services executives to better understand the current positioning…
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Latest Perspectives
September 13, 2022
With participant demand for personalization, new launches on recordkeeping platforms, and aggregators’ focus on the convergence of retirement and wealth, the RLF has been closely tracking the progress of advisor managed accounts.
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Latest Perspectives
August 30, 2022
We’ve talked extensively in our member meetings and research reports about recordkeepers’ desire to expand participant relationships into new areas. Mostly, we are looking into areas like managed accounts, retirement income, or financial wellness, but in a “back to the future” moment, the focus on IRA rollover strategies has picked up steam in recent months.
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Publications & Research
August 29, 2022
On August 10, 2022, the Retirement Leadership Forum hosted a virtual roundtable for its DCIO members. Thirty-six different executives representing…
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Latest Perspectives
August 16, 2022
Last week, the RLF hosted its 2022 DCIO Virtual Forum. Thirty-five executives participated in an active dialogue around staffing changes, partnership investments, and product development with an overall theme of a “narrower focus.” Firms continue to make a more significant investment in a small subset of products and partners with expectations for a higher return.
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Publications & Research
August 10, 2022
This report includes staffing and team structures as of summer 2022 for 17 DCIO firms.
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Latest Perspectives
August 2, 2022
In late June, we hosted our semi-annual gathering of large and small relationship management leaders from the top recordkeepers. One of the questions we asked in our survey prior to the event was “As we all return to more normal business operations, what do plan sponsors want most from their recordkeeper?” In the results, we noticed several trends.
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Publications & Research
August 1, 2022
In June 2022, RLF surveyed large market (over $50M in plan assets) executives at leading recordkeeping firms to assess the…
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Publications & Research
July 31, 2022
In June 2022, RLF surveyed small market (under $50M) executives at leading recordkeeping firms to assess the state of their…
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Latest Perspectives
July 19, 2022
Earlier this month, plansponsor.com published an article detailing the impact of the “great resignation” on plan sponsors and the advisors serving them. Among the examples cited, advisors shared that large portions, or in some cases even all of the plan committee members, leaving an organization. The advisor is then essentially starting from scratch on the relationship and stalled in improving plan outcomes.
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Publications & Research
July 15, 2022
On June 15, 2022, the Retirement Leadership Forum hosted a virtual roundtable for its Large Market ($50M+ in plan assets)…
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Publications & Research
July 14, 2022
On June 15, 2022, the Retirement Leadership Forum hosted a virtual roundtable for its Small Market (less than $50M in…
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Latest Perspectives
June 21, 2022
Last week, the RLF hosted its first virtual Recordkeeper Sales Executive Council meeting of 2022. In both sessions, small market (under $50M) and large market (over $50M), executives reported higher than normal sales activity in Q1 and Q2. In the large market, executives reported a record level of activity and commented that plans were actually looking to move, unlike last year where firms struggled to unseat the incumbent.
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Publications & Research
June 20, 2022
Participant engagement changed dramatically in March of 2020 as the pandemic forced recordkeepers to rapidly shift to a virtual-only model.…
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Latest Perspectives
June 7, 2022
In the early days of the pandemic, a big question mark for recordkeepers was whether virtual participant education could match the effectiveness of in-person. After two years, the answer to that question has been a strong “yes” with a number of recordkeepers reporting that virtual education led to improved attendance and engagement.
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Latest Perspectives
May 24, 2022
In-plan retirement income remains a hot topic with our members. We dedicated a meeting to the subject last year and published a piece of research around 2021’s latest innovations. Our research revealed an unprecedented level of investment from recordkeepers and DCIOs alike. And, our members seem most excited about the prospect of including an income guarantee or payout-type product in a managed account solution.
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Latest Perspectives
May 10, 2022
On April 28th, we hosted our first (virtual) meeting of our Participant Education and Engagement Council, a new networking group that we formed for recordkeepers to share best practices in improving participants outcomes. Twenty-one executives attended the inaugural event, and the discussion focused on how firms are using data and technology to increase the effectiveness of their participant strategies.
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Latest Perspectives
April 26, 2022
Five or six years ago, financial wellness was a buzzword; a hot industry topic that plan providers and advisors alike rushed to evolve their platforms. The participant knowledge gap and need for help was clear. We wrote research on gamification and strategies for online engagement. And while many have grown tired or maybe frustrated with talk of “financial wellness,” the fundamental need remains unmet.
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Publications & Research
April 25, 2022
The RLF conducted a short, member-requested survey in March 2022 in an effort to better understand the methods that recordkeepers…
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pdf
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Latest Perspectives
April 12, 2022
In a press release last week, Capital Group announced the launch of Target Date Plus; a new, personalized target date product that uses an individual participant’s data to create a customized glide path. In addition to Capital Group’s glidepath expertise, the product leverages data from recordkeepers and Morningstar’s managed account technology to deliver the customized asset allocation.
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Publications & Research
April 11, 2022
The RLF conducted a short, member-requested survey in February 2022 in an effort to better understand who recordkeepers share participant…
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pdf
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Latest Perspectives
March 29, 2022
The battle between advisors and recordkeepers for participant assets has been one of the hottest topics in the DC industry over the last year and received significant coverage in the trade publications. And for good reason: trillions of dollars and millions of relationships are at stake.
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Latest Perspectives
March 15, 2022
We held our first in-person event in over two years on March 1st in Tampa for 35+ DCIO sales and national accounts leaders. While much has stayed the same (still a lot of discussion on things like CITs and wholesaler compensation), one notable change among asset managers is a shift to a more partnership-oriented retirement distribution strategy.
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Publications & Research
March 9, 2022
The RLF conducted a short, member-requested survey on the practices used by recordkeepers to price plans, how they think about…
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pdf
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Latest Perspectives
March 1, 2022
As we finish up our latest DCIO research (which we are presenting at our Executive Forum today), we noticed that almost every interview with asset management executives included a question along the lines of “what are my peers seeing with ESG?” The short answer: lots of interest, but the flows are insignificant.
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Latest Perspectives
February 15, 2022
Whether it’s monitoring access to it (which the RLF is exploring in this survey due tomorrow), figuring out how to protect it, leveraging it to create a more personalized experience, or analyzing it to serve participant needs beyond the plan, participant data remains a hot topic with our members. At the start of the year Cerulli published a piece highlighting recordkeepers’ unique positioning to use this data to better serve participants.
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Publications & Research
February 14, 2022
At the beginning of every year, we look back at the most important data and trends from the prior year…
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pdf
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Latest Perspectives
February 1, 2022
At the beginning of each calendar year, we survey our members on the most pressing industry trends and present the results in an annual kickoff webinar. It’s also a time of year that we’re “checking in” with many of our members to understand the priorities for the year. If these two sources are any indication, building new products to generate additional revenue will be a key focus for 2022.
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Latest Perspectives
January 18, 2022
Thursday, the RLF will host its annual kickoff webinar for 2022. This is one of our most well-attended webinars as we provide insight into where our members finished 2021, share expectations for 2022, and make some predictions about meaningful changes in the coming year. As we reviewed survey data in preparation for Thursday, a number of consistent themes arose that we wanted to preview.
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Latest Perspectives
January 4, 2022
As the 2021 holiday season approached, retirement executives were looking at 2022 with guarded optimism. RLF surveys found that most recordkeepers and DCIOs expected to end the year above 2021 sales goals. As is often the case, senior management has asked for a repeat performance in 2022, and many executives expressed concerns about hitting another big number.
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Publications & Research
December 27, 2021
On October 26, the Retirement Leadership Forum hosted a virtual roundtable for its Large Market (>$50M in plan assets) Recordkeeper…
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pdf
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Publications & Research
December 26, 2021
On October 26, the Retirement Leadership Forum hosted a virtual roundtable for its Small Market (<$50M in plan assets) Recordkeeper…
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pdf
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Latest Perspectives
December 7, 2021
RLF has dedicated a significant amount of time to the aggregator channel across the last three plus years and for good reason. Aggregators continue to dominate the retirement plan space and dictate both new product development and distribution trends in the industry. Meanwhile, the wires have been a bit quieter…until recently.
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Publications & Research
December 6, 2021
The Retirement Leadership Forum conducted a short, member-requested survey on the Spanish language capabilities of recordkeepers’ website/apps, call center teams,…
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Latest Perspectives
November 23, 2021
Last week, we hosted a virtual event focused on the latest trends in participant advice and retirement income. Attendees included senior leaders from the top recordkeeping and DCIO firms who engaged in a two-hour discussion that highlighted the rapid pace of product innovation that’s happened across the last 12 months. DCIO firm PIMCO discussed their latest product offering that is designed to bridge the gap between the lack of personalization of a traditional target date fund and the complexity and cost of a full-blown managed account.
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Publications & Research
November 10, 2021
During the summer of 2021, the RLF interviewed National Account Managers from more than 15 different DCIO firms to learn…
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Latest Perspectives
November 9, 2021
In the last post, we highlighted recent survey results (from our sales and relationship management events) that pointed to an uptick in RFP activity as well as firms reaching their sales goals. However, the tone of our post may have been a little too optimistic. We heard from a number of members after it was posted that the picture wasn’t quite that rosy.
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Publications & Research
October 28, 2021
On October 12, 2021, the Retirement Leadership Forum hosted a virtual roundtable for its Large Market ($50M+ in plan assets)…
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Publications & Research
October 27, 2021
On October 12, 2021, the Retirement Leadership Forum hosted a virtual roundtable for its Small Market (less than $50M in…
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Latest Perspectives
October 26, 2021
Two recent RLF surveys point to the continued acceleration of RFP and sales activity across market segments. In one survey, 57% of large market sales leaders (plans over $50 million in assets) reported that year to date sales activity was higher or much higher than a typical year. In another survey of relationship management leaders, almost 40% reported higher RFP activity than a typical year.
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Latest Perspectives
October 12, 2021
Today, the RLF will be hosting its Q4 Recordkeeper Sales Executive Council meeting. We started this meeting series – one meeting for the small market (less than $50M) and one meeting for the large market (more than $50M) – in the onset of the pandemic as sales leadership quickly pivoted to a virtual sales environment.
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Publications & Research
September 29, 2021
In September 2021, the RLF conducted a short, member-requested survey to better understand recordkeepers’ partnerships with HCM/payroll providers. Responses from…
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Latest Perspectives
September 28, 2021
We’ve spent the last several weeks interviewing senior executives within recordkeepers’ relationship management function with the goal of understanding what the service model looks like when we go back to “normal.” As part of that process, we’ve been asking them a simple question, “what have you learned about client service over the last 18 months?”
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Publications & Research
September 27, 2021
On August 26th, the Retirement Leadership Forum hosted its second virtual roundtable for its Defined Contribution Investment Only (DCIO) members…
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Latest Perspectives
September 14, 2021
As recently as July, our members were optimistic about returning to more normal operations. They were planning to attend NAPA as their first big industry event and most had plans to return to the office after Labor Day. While some are at NAPA this week, the Delta variant has delayed many office openings and travel plans, and we are getting an increasing number of questions about vaccine policies and requirements.
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Publications & Research
September 13, 2021
With cybersecurity issues recently elevated to front page news, the RLF convened a discussion-oriented virtual event in July 2021. Thirteen…
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Latest Perspectives
August 31, 2021
We’ve started digging into the research for our Fall 2021 Senior Executive Forum where we’ll explore the latest trends around in-plan advice for participants—and it’s clear that this is an area where there is: 1) a lot of excitement around the opportunity and 2) an equal amount of uncertainty about future uptake and utilization.
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Publications & Research
August 20, 2021
In August of 2021, the RLF conducted a short, member-requested survey on DCIO fixed income assets and the categories those…
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Latest Perspectives
August 17, 2021
As the battle for retirement specialized advisors’ attention becomes increasingly competitive and aggregator firms that are rapidly growing demand more customized support, our recordkeeping members are trying to evolve their support model.
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Latest Perspectives
August 3, 2021
In light of new cybersecurity guidance issued by the DOL in April and a rash of recent ransomware attacks, recordkeepers (and their clients) are increasingly focused on the security of participant data. With that in mind, on July 27th, we convened a panel of 13 experts from the top recordkeepers to discuss their response to the increasing cyber-related concerns from advisors, consultants, and plan sponsors.
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Publications & Research
August 2, 2021
On June 16, the Retirement Leadership Forum hosted a virtual roundtable for its Large Market (>$50M in plan assets) Recordkeeper…
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Publications & Research
August 1, 2021
On June 16, the Retirement Leadership Forum hosted a virtual roundtable for its Small Market (<$50M in plan assets) Recordkeeper…
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Latest Perspectives
July 20, 2021
Advisor managed accounts made a lot of headlines in July. First, Cerulli declared that “RIA Aggregators Drive Advisor Managed Accounts Adoption” in their monthly U.S. product trends publication. Shortly after, Empower announced that their advisor managed account offering reached the $1.5B mark.
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Latest Perspectives
June 22, 2021
Last week, we hosted a quarterly virtual roundtable for senior recordkeeping relationship management executives where we focused on post-pandemic service model changes. Based on the discussions at the event, the pandemic may have permanently altered the way firms think about the delivery of participant education.
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Latest Perspectives
June 8, 2021
The recent ransomware attacks on the Colonial Pipeline and meat producer JBS have elevated cyber security issues to front page news. Executives at our recent large market sales event ranked cyber security as the top concern of plan sponsors as they evaluate their provider relationships.
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Publications & Research
June 4, 2021
On May 13, 2021, the Retirement Leadership Forum hosted a virtual roundtable for the Bank Retirement Executive Council (BREC), a…
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Publications & Research
June 3, 2021
On May 11, 2021, the Retirement Leadership Forum hosted a virtual roundtable for its Large Market ($50M+ in plan assets)…
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Publications & Research
June 2, 2021
On May 11, 2021, the Retirement Leadership Forum hosted a virtual roundtable for its Small Market (<$50M in plan assets)…
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Latest Perspectives
May 25, 2021
We hosted back-to-back events on May 11th for Recordkeeper Sales Executives: a late morning session for small market leadership and an afternoon session for large market leadership. With vaccinations on the rise and CDC loosening guidance, travel was of course a big topic for discussion.
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Publications & Research
May 20, 2021
On April 22, 2021, the Retirement Leadership Forum hosted a virtual roundtable for its Defined Contribution Investment Only (DCIO) members.…
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