Found 326 Results
Latest Perspectives
May 11, 2021
Last week, the House Ways and Means committee voted unanimously to advance SECURE 2.0 to be considered by the House, and it will no doubt pass this hurdle and move on to the Senate.
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Publications & Research
May 10, 2021
In follow-up to our April 22nd Senior Executive Roundtable, the RLF conducted a short survey on DCIO members’ travel policies.
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Latest Perspectives
April 27, 2021
Last week, the RLF hosted its 2021 spring DCIO Senior Executive Roundtable. With leadership from 20 firms represented, the group shared perspectives on early 2021 sales activity, the increasing power of distributor home offices, potential staffing changes, engaging retail, retirement income product launches, and a whole host of other initiatives.
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Publications & Research
April 26, 2021
On March 18, 2021, the Retirement Leadership Forum and Wise Rhino Group hosted a virtual roundtable for Scaled Retirement Advisory…
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Publications & Research
April 23, 2021
The Retirement Leadership Forum conducted a short, member-requested survey to understand recordkeepers’ compliance with SOC-2 and other data security standards.…
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Publications & Research
April 22, 2021
On March 4th, the Retirement Leadership Forum hosted a virtual roundtable for its Large Market (>$50M in plan assets) Recordkeeper…
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Publications & Research
April 21, 2021
On March 4th, the Retirement Leadership Forum hosted a virtual roundtable for its Small Market (<$50M in plan assets) Recordkeeper…
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Latest Perspectives
April 13, 2021
On a recent call with a large asset management firm, the interviewee commented that, “we are looking for the next asset opportunity and we kind of put HSAs on the back burner last year; we need to look at it again.” This sparked two thoughts for us at the RLF: (1) we haven’t heard a lot about HSAs since the pandemic started last year and (2) it’s definitely worth investigating how the accounts fared in 2020.
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Latest Perspectives
March 30, 2021
Last week, the RLF hosted a virtual roundtable for senior executives from Scaled Retirement Advisory Firms (SRAFs), also known as aggregator firms. Despite the pandemic, a majority of these firms delivered impressive results last year – on both the organic and acquisition growth front.
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Latest Perspectives
March 16, 2021
On March 4th, we held a virtual event with relationship management leaders from 15 of the top small market (under $50M) recordkeepers. As you would expect, retention is a top concern for 2021 with 80% of firms reporting concerns that attrition will pick up as their clients return to more normal business operations.
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Publications & Research
March 15, 2021
At the beginning of each year, the RLF surveys top retirement recordkeeping and asset management providers to better understand the…
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Latest Perspectives
March 2, 2021
We’ve been closely monitoring the live meeting, travel, and event plans of our members, and a recent survey paints a clearer picture of when the DC business might get back to “normal.” Our Q1 survey of relationship management leaders found that more firms are allowing travel for meetings and some are even planning live events.
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Publications & Research
February 26, 2021
On February 9th, the Retirement Leadership Forum hosted a virtual roundtable for its Small Market (<$50M in plan assets) Recordkeeper…
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Publications & Research
February 25, 2021
On February 9th, the Retirement Leadership Forum hosted a virtual roundtable for its Large Market ($50M+ in plan assets) Recordkeeper…
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Latest Perspectives
February 16, 2021
Last week, RLF hosted its first quarterly Recordkeeper Sales Executive Council (RSEC) meetings of 2021. We convened senior leaders who manage small plan sales teams (<$50M) in the morning followed by an afternoon session for the large plan space ($50M+).
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Latest Perspectives
February 2, 2021
We recently began research interviews for our Scaled Retirement Advisory Firm (SRAFs) Roundtable. And a good portion of the conversations is dedicated to these firms who are continuing to earn their name as Aggregators: despite the pandemic, 2020 and early 2021 acquisitions maintain a dizzying pace at record-level multiples.
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Latest Perspectives
January 19, 2021
So here we are in 2021, kicking off a new year in an environment unlike any year that we’ve ever faced. It was with a lot of interest, then, that we fielded our 2021 agenda poll: our annual survey where we ask our members to tell us about their goals and plans for the year to help us set our research agenda.
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Publications & Research
January 15, 2021
The RLF surveyed leading recordkeeping and DCIO firms in December 2020 to assess their in-plan retirement income product capabilities. The…
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Publications & Research
January 8, 2021
The Retirement Leadership Forum conducted a short, member-requested survey on how recordkeepers deliver statements to participants. In May 2020, the…
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Latest Perspectives
January 5, 2021
Happy New Year! We hope everyone had a happy and healthy holiday season. The RLF is excited for what we have planned for 2021. During the first four months of the year alone, we’ll be hosting a number of virtual events.
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Publications & Research
December 29, 2020
In November 2020, RLF conducted a member-requested survey on the most impactful product development trends in the DCIO space. With…
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Latest Perspectives
December 22, 2020
Earlier this month, the RLF hosted a retirement income virtual event for more than 40 defined contribution executives. One of the goals of the event was to discuss key product development trends for managing retirement income inside of the DC plan. Since the SECURE Act, the rate of product rollouts has increased dramatically, and we wanted to give members a chance to hear about new innovations and discuss the future direction of retirement income solutions.
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Publications & Research
December 21, 2020
In October 2020, RLF surveyed leading recordkeeping firms to assess the state of their sponsor and advisor relationship management (RM)…
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Publications & Research
November 23, 2020
In November 2020, the RLF (in partnership with SRI) surveyed leading recordkeeping firms to assess their sales successes and challenges…
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Publications & Research
October 5, 2020
The Retirement Leadership Forum conducted a short, member-requested survey on the channels through which DC providers offer participant service (e.g.,…
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Publications & Research
September 15, 2020
2020 has clearly been a unique year for DCIO executives. For the typical firm, a business that was built around…
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Publications & Research
August 18, 2020
The short report outlines the percentage of participants that have designated a beneficiary for their DC plan. The report includes…
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Publications & Research
August 4, 2020
The Retirement Leadership Forum conducted a short, member‐requested survey on providers’ willingness to facilitate plan sponsors and participant meetings. Specifically,…
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Publications & Research
June 23, 2020
To find out how much COVID-19 has impacted DC plan providers’ sales pipelines, the Secure Retirement Institute® (SRI™) and the…
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Publications & Research
June 19, 2020
The Retirement Leadership Forum conducted a short, member‐requested survey and a series of phone interviews to better understand DCIO members’…
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Publications & Research
June 13, 2020
Insights from RLF’s Virtual Roundtable with SRAF (Scaled Retirement Advisory Firm) Members on April 16th, 2020.
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Publications & Research
June 9, 2020
The RLF hosted top Aggregator or Scaled Retirement Advisory Firms this January. The presentation deck includes: merger and aquisitons, managing…
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Publications & Research
May 3, 2020
Insights from RLF’s Virtual Roundtable with DCIO Members on May 7th, 2020.
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Publications & Research
April 21, 2020
The RLF conducted a short survey to understand how plan participant activity has changed since the beginning of the COVID-19…
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Publications & Research
April 1, 2020
The RLF conducted a short survey to create a resource on how the industry is responding to the recent pandemic…
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Publications & Research
March 27, 2020
RLF conducted a member-requested survey yielding 8 responses from executives at recordkeeping firms. The purpose of this survey is to better understand our members’ pricing and profitability measurements for their Retirement Plan Recordkeeping business. The results demonstrate the pricing target metrics firms utilize and their results, as well as usage of proprietary assets.
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Publications & Research
March 11, 2020
Along with a webinar, this presentation deck assesses attidues, projectsion, challenges, and opportunites presented by the SECURE Act. RLF conducted…
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pdf
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Publications & Research
February 26, 2020
We put together a catalog of products, services, annuties, and funds by recordkeepers and DCIOs as related to retirement income;…
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pdf
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Webinar
February 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 survey, we will capture the views of record keepers, asset […]
webinar
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Publications & Research
February 11, 2020
Each January, the RLF starts the year by taking a deep dive into our members’ previous year and outlook for…
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pdf
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Webinar
January 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, it is important to understand how firms […]
webinar
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Webinar
December 19, 2019
Part two of our series highlighting insight from our October Senior Executive meeting. Please click here to access the webinar replay.
webinar
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Publications & Research
December 5, 2019
The 2019 defined contribution playing field is littered with potential disruptors that threaten to undermine the relatively stable plan retention…
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pdf
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Publications & Research
November 25, 2019
In the Fall of 2019, the RLF conducted a survey of recordkeepers in support of our “Building Long Term Value”…
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pdf
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Meeting
November 15, 2019
The 2019 defined contribution playing field is littered with potential disruptors that threaten to undermine the relatively stable plan retention metrics of the last decade. First, the pace of consolidation among all of the key players – asset managers, record keepers, distributors – is at an unprecedented level. Second, while plan sponsors continue to pressure […]
meeting
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Latest Perspectives
November 13, 2019
It’s that time when our members are fine-tuning their plans for the coming year. We are headed on the road to speak at a number of sales team events and strategy meetings. Below are some key themes members are asking us to cover with their teams.
post
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Webinar
October 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 prospects Focus the right sales resources on deals with the […]
webinar
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Publications & Research
September 27, 2019
After years of being thought of as an institutional-only solution, Collective Investment Trusts (CITs) are rapidly expanding across segments. Most…
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Publications & Research
September 16, 2019
This brief report is intended to better understand how asset managers compensate their internal recordkeeping partners, built from 10 responses from…
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pdf
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Latest Perspectives
August 21, 2019
Recent success stories from firms like John Hancock show how predictive analytics promise a better way to understand participants and influence positive behaviors.
post
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Publications & Research
Operating in an increasingly competitive sales environment and with legislation like the SECURE Act promising to change the playing field,…
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pdf
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Webinar
July 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 time and energy is being spent on the investment offering and strategies that chip […]
webinar
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Publications & Research
July 24, 2019
The RLF’s most well-attended webinar last year was The Future of the QDIA. This year, the topic is heating up…
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pdf
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Publications & Research
July 23, 2019
By member request, we conducted research to better understand providers’ participant regulatory notice offerings and capabilities in the under $10…
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pdf
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Publications & Research
July 10, 2019
RLF member recordkeepers are interested in understanding the latest trends in rollover rates and retention in their proprietary IRA. As…
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pdf
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Publications & Research
July 5, 2019
DCIO firms’ senior leadership consider many factors in making decisions about sales team structures and organization. We surveyed member firms…
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Publications & Research
June 13, 2019
In this update to 2018 research on fees charged by record keepers for distributions and loans , this custom report…
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pdf
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Webinar
June 3, 2019
Cracking the code on the small plan market has long been a challenge of the retirement industry, but in recent years, the large, persistent coverage gap among small businesses relative to other markets has led to significant attention from the government, plan providers, and key industry groups. With that in mind, in January 2019, the […]
webinar
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Webinar
May 29, 2019
At our 2019 DCIO Executive forum, we discussed how recordkeepers, wire houses, aggregators, and consultants are all looking to offset fee pressure with investment revenue and the impact that has on the DCIO business. In many ways, these firms are fighting for control of the investment lineup, and this means asset managers are fielding an […]
webinar
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Publications & Research
May 14, 2019
Cracking the code on the small plan market has long been a challenge of the retirement industry, but in recent…
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Publications & Research
May 2, 2019
At our 2019 DCIO Executive forum, we discussed how recordkeepers, wire houses, aggregators, and consultants are all looking to offset…
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Meeting
At our 2019 DCIO Executive forum, we discussed how recordkeepers, wire houses, aggregators, and consultants are all looking to offset fee pressure with investment revenue and the impact that has on the DCIO business. In many ways, these firms are fighting for control of the investment lineup, and this means asset managers are fielding an […]
meeting
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Webinar
March 26, 2019
Cracking the code on the small plan market has long been a challenge of the retirement industry, but in recent years, the large, persistent coverage gap among small businesses relative to other markets has led to significant attention from the government, plan providers, and key industry groups. With that in mind, in January 2019, the […]
webinar
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Publications & Research
March 25, 2019
Research from the second part to our small plan series. We covered our latest insight into how wellness programs and…
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pdf
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Publications & Research
February 20, 2019
2019 has started off fast with strong markets and optimism around new legislation amid continued economic expansion. DCIOs and record…
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Webinar
February 19, 2019
2019 has started off fast with strong markets and optimism around new legislation amid continued economic expansion. In this 30 minute webinar, we recap 2018 industry business results, review our members business outlook and top priorities for 2019, and share how our upcoming research will support these priorities. Presentation materials: click here Replay: click here
webinar
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Publications & Research
February 3, 2019
As retirement readiness has moved toward the forefront of defined contribution providers’ participant engagement strategies, an increasing number of firms…
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Webinar
December 11, 2018
Now more than ever technology has made it possible for companies to know their customers. From tracking their online behavior to building a full social/demographic profile, companies have access to endless sources of data. As a result, firms – like Amazon – can build truly personalized experiences that drive more business and increase customer loyalty. […]
webinar
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Publications & Research
November 28, 2018
With the growing importance of mobile apps, this short report based on a survey of 12 retirement platforms aims to…
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pdf
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Webinar
November 27, 2018
This one-hour webinar focuses on how firms can must take advantage of the trends that have dominated the business in 2018.
webinar
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Publications & Research
November 12, 2018
Disruption in financial services is a constant threat, and the retirement business is certainly not immune. Amid pressure on fees,…
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pdf
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Meeting
November 8, 2018
In Chicago for our 2018 Annual Meeting, we discussed our views on how members must rethink their approach to innovation. Our view is that firms must change their strategy from investments in bells and whistles aimed at securing a new plan sale to advancements that hold the promise of a level of personalization and automation […]
meeting
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Webinar
October 25, 2018
This one-hour webinar focuses on how firms can must take advantage of the trends that have dominated the business in 2018.
webinar
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Publications & Research
September 21, 2018
Where does your firm stand? We summarized the key data from Planadviser’s 2018 DCIO survey in one easy to use…
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pdf
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Publications & Research
September 12, 2018
The RLF conducted a short survey to quantify changes in CIT offerings, specifically to understand firms’: 1. Trustee Relationships 2.…
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pdf
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Publications & Research
August 20, 2018
This Retirement Leadership Forum conducted a 33 question survey covering 5 areas of the DCIO Business: DC Assets and Sales…
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pdf
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Publications & Research
August 19, 2018
Looking for ways to differentiate in a mature, commoditized market some retirement plan providers have formed client advisory boards. These…
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pdf
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Publications & Research
June 20, 2018
Despite the increasingly crowded and competitive landscape, our DCIO members continue to experience double digit growth in sales, remain committed…
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pdf
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Webinar
June 19, 2018
Despite the increasingly crowded and competitive landscape, our DCIO members continue to experience double digit growth in sales, remain committed to the business and are upping their investment in sales resources. So what exactly are firms doing to drive sales? Join our webinar to learn how leading DCIOs are: Capitalizing on the rise of the […]
webinar
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Webinar
May 22, 2018
In this one hour webinar we address the drivers of change in the QDIA landscape, the state of custom and open architecture TDFs , and the potential for managed accounts as a QDIA.
webinar
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Publications & Research
Materials from our webinar on the Future of the QDIA. The presentation explains how despite proprietary and “off the shelf”…
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pdf
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Publications & Research
May 14, 2018
Download the materials from our 2018 DCIO senior executive forum. In this deck, we explore some of the most important…
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pdf
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Meeting
May 3, 2018
On May 3rd, we held our annual DCIO executive forum at Allianz’s offices in New York City. At this event, we presented our latest research A Path to Sustainable Growth: Responding to the Rapidly Changing DCIO Landscape, which highlights: The current state of the DCIO business Reinvesting in home office relationships The evolution of the QDIA The […]
meeting
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Publications & Research
April 4, 2018
Materials from a one hour webinar that takes a deep dive into our most recent research on the key trends…
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pdf
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Webinar
April 3, 2018
In this one hour webinar, we take a deep dive into our most recent research on the key trends in retirement income products and services.
webinar
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Latest Perspectives
March 19, 2018
Recent success stories from firms like John Hancock show how predictive analytics promise a better way to understand participants and influence positive behaviors.
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Latest Perspectives
February 19, 2018
Over the last decade, I’ve seen the wealth management business go through a transformation from an “investment business” to an “advice business”, and I believe 2018 is the year that the retirement industry needs to follow their example.
post
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Publications & Research
February 9, 2018
As the industry continue to face significant fee pressure, RLF members are interested in understanding other firms’ approach to charging…
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pdf
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Latest Perspectives
January 19, 2018
We recently finished analyzing the results of our 2018 member survey, and some of the findings are pretty surprising.
post
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Webinar
January 16, 2018
For executives in the retirement industry, 2017 proved to be a bit of a roller coaster ride. Skyrocketing markets were counter-balanced by uncertainty over the fiduciary rule, threats from tax reform, and continued concerns about participant retirement preparedness. 2018 promises more of the same: we’ve already seen the introduction of new legislation aimed at “simplifying” […]
webinar
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Publications & Research
January 12, 2018
In November 2017, the Retirement Leadership Forum conducted a survey of retirement providers to understand their top priorities for 2018.…
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pdf
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Publications & Research
December 10, 2017
This report provides detailed results of the RLFs 2017 survey of plan providers. Key areas covered include: • Key Platform…
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pdf
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Webinar
December 1, 2017
Our second installment of a deep dive into sponsor’s top challenges and priorities will look at the most talked about trend of 2017: financial wellness. There’s no doubt that employee financial wellness is climbing the list of sponsors top concerns. There are many things about wellness that are much less certain: are wellness programs effective? […]
webinar
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Publications & Research
November 13, 2017
Plan Sponsors world has changed dramatically in 2017. The new Fiduciary Rule is here, and with it comes heightened fears…
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pdf
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Webinar
In this first installment of our deep dive into plan sponsor’s top challenges and priorities, we’ll examine the importance of better data and technology to driving sponsor loyalty. Our research found that plan sponsors want more from their defined contribution providers that ever before. They want providers to take on more of the burden of […]
webinar
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Publications & Research
November 12, 2017
A number of our members have started to reevaluate their minimums and this paper is a result of a question…
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pdf
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Publications & Research
November 11, 2017
As politicians, regulators, retirement providers, and other industry experts raise the alarm bell about the retirement coverage gap, the search…
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pdf
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Meeting
October 24, 2017
Plan Sponsors world has changed dramatically in 2017. The new Fiduciary Rule is here, and with it comes heightened fears about liability in offering a retirement plan. Healthcare is in the headlines daily, which has pushed retirement to the status of secondary benefit. Finally, concepts like total rewards and financial wellness make our role in […]
meeting
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Latest Perspectives
October 2, 2017
Many industry publications have called 2017 the year of Financial Wellness. More and more evidence points to the fact that — as one member put it — “wellness is real” and not just a passing fad.
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Publications & Research
September 29, 2017
At the request of a member, the Retirement Leadership Forum conducted interviews with 8 consultants and third party fiduciary firms…
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pdf
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