Found 326 Results
Webinar
September 14, 2017
2016 proved to be trying year for DCIO firms. None of the problems were new—unprecedented flows to passively managed funds, a select few target date fund managers garnering the lion’s share of assets and law suits/legislation driving fees to record lows—but the pain was more acutely felt. This was due in part to the uncertainty […]
webinar
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Publications & Research
2016 proved to be trying year for DCIO firms. None of the problems were new—unprecedented flows to passively managed funds,…
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pdf
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Latest Perspectives
September 5, 2017
Across 2016 and into 2017, members have reported increasing requests for information cyber security from both plan sponsors and intermediaries.
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Publications & Research
September 3, 2017
This report looks into the demand for integration of workplace benefits (DC, DB, HSA, non-qual, etc) into a single, unified…
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pdf
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Latest Perspectives
August 21, 2017
Our goal for this research will be to help members balance the need to deliver great outcomes with the competing demands of fiduciary and fees.
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Latest Perspectives
August 7, 2017
On July 27th, the RLF hosted our annual DCIO Executive Forum and this year was definitely different than most. The sentiment in the room was that the business has gotten significantly more difficult. Relationships matter less, metrics (performance, fees) matter more than ever before, margins remain under pressure, and competition for large flow opportunities (plan QDIAs) is fierce.
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Publications & Research
August 1, 2017
This report provides details on some of the most important metrics for DCIO executives. Conducted in June 2017, the 30 question…
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pdf
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Meeting
July 27, 2017
2016 proved to be trying year for DCIO firms. None of the problems were new – unprecedented flows to passively managed funds, a select few target date fund managers garnering the lion’s share of assets and law suits/legislation driving fees to record lows – but the pain was more acutely felt. This was due in […]
meeting
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Publications & Research
Presentation materials from our 2017 DCIO Executive Forum.
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pdf
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Latest Perspectives
July 24, 2017
Since the concept of the QDIA was first introduced by the PPA in 2006, it’s taken the DC world by storm. There’s no shortage of statistics to prove the point: a recent Callan study found that more than 90% of plans use a QDIA as their default investment option and Cerulli predicts that by 2020, 90% of all new assets will flow into a QDIA.
post
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Latest Perspectives
July 10, 2017
As the boomers move into retirement, Millennials are making their mark on the workplace and will soon become the largest presence in our workforce. By 2025, 75% of global workers will be Millennials.1 Providers have devoted a good amount of time to learning about how to engage Millennials, understanding their perspective on retirement, and their perception of financial services firms.
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Latest Perspectives
June 23, 2017
We have a lot of discussions with our members about their key issues, and growth of the core DC business always tends to top the list. In the small market, this conversation often includes Multi-Employer Plans (MEPs) and whether these products hold the key to small plan profitability. For those less familiar with MEPs, they provide a way for small employers to band together into a single plan and gives small employers access to products and pricing often reserved for much larger plans.
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Publications & Research
This report examines key aspects of the digital experience and best practices for online participant engagement. Even while auto features have…
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pdf
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Webinar
June 14, 2017
Join the Retirement Leadership Forum for our June 14th webinar where we’ll look at key aspects of the digital experience and best practices for online participant engagement. Even while auto features have greatly improved participation and deferral rates, Americans are still largely unprepared for retirement. With this in mind, “participant engagement” has risen to the […]
webinar
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Latest Perspectives
June 12, 2017
Technology is a perennial topic for our members, and interest in the topic increases each year as firms look to use technology and data analytics to engage participants as well as plan sponsors. Across the board – in the plan business and in other lines of business – financial services firms are looking for opportunities to leverage technology and most believe there is more they could be doing.
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Latest Perspectives
May 30, 2017
It’s a bit of a paradox. As retirement assets continue to reach record levels, the providers of retirement services to these savers face tough growth prospects and shrinking margins. Nowhere is this issue more prevalent than with defined contribution recordkeepers, who have faced pressure for years and see no end in sight (according to a survey that we published in our recent retirement trends research).
post
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Latest Perspectives
May 23, 2017
Our May 15th newsletter featured a link to our new HSA Blog and it received more clicks than any other content we’ve shared. We also received a number of follow-up requests looking for more information on the HSA business. Recognizing the interest in the topic, we wanted to share additional resources that should helpful as you and members of your team consider the HSA opportunity.
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Latest Perspectives
May 15, 2017
If you subscribe to any of the regular retirement industry publications or have been to a conference in the last 6 months, you’ve been hearing and reading about health savings accounts. Traditionally, these triple tax-advantaged accounts have been viewed as a resource to help individuals pay for immediate medical expenses and have been sold as a bolt-on product by health insurance providers.
post
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Latest Perspectives
May 1, 2017
The Retirement Leadership Forum attended NAPA’s 2017 401(k) Summit. After three days of sessions and networking with our members, some key themes emerged: Government-driven change is coming. The uncertainty of exactly how and when the Fiduciary Rule will take effect is making industry professionals uneasy. A proposed 60-day delay of the rule is under review, and Washington experts anticipate additional delays.
post
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Publications & Research
April 26, 2017
As plan sponsors struggle with rising benefits costs, increased fiduciary pressure, and shrinking benefits budgets, it can often prove difficult…
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pdf
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Webinar
April 18, 2017
As plan sponsors struggle with rising benefits costs, increased fiduciary pressure, and shrinking benefits budgets, it can often prove difficult to engage them in important conversations about their retirement plan. This webinar will address how retirement providers “win mind-share” by shifting the conversation from our services to their needs, including: Helping sponsors address cost and […]
webinar
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Latest Perspectives
March 27, 2017
Welcome to the RLF! The Retirement Leadership Forum is dedicated to the research and advisory needs of senior executives at the leading providers of employer-sponsored plans and investment solutions. We offer a full suite of executive decision-making resources, each focused on a simple concept: helping executives affect change that drives growth and profitability.
post
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Webinar
February 28, 2017
As the new administration comes into office, it’s easy to get caught up in the whirlwind of activity: skyrocketing markets, a delay in the fiduciary rule, and, generally, a more laissez faire stance toward financial firms. Within this, its easy to lose focus on the core business. This webinar dives into detail on three important […]
webinar
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Publications & Research
As the new administration comes into office, it’s easy to get caught up in the whirlwind of activity: skyrocketing markets,…
You must be logged in to view this content.
pdf
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Meeting
November 15, 2016
How can we help plan sponsors increase contributions from participants who were auto-enrolled, or who are financially stretched? Two top reasons workers don’t participate in a retirement plan are (1) feeling financially stretched and (2) a lack of willpower or understanding1. The advent of auto-enroll has created a new “extra-disengaged” segment that is harder than […]
meeting
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Meeting
July 7, 2016
Pressure on revenue – from competition, intermediary consolidation, and the rise of TDFs – is being worsened by lack of sales tracking. Without clear tracking data, DCIOs struggle to identify and reward top performers and target key relationships. As a result, DCIOs are only able to make incremental improvements to productivity or effectiveness. To grow […]
meeting
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