by Sara Tershel | Oct 1, 2024
This report includes staffing and team structures as of summer 2024 for 20 DCIO firms. You must be logged in to view this content.
by Sara Tershel | Sep 9, 2024
On August 15th, 2024, the RLF hosted a virtual event for its DCIO members. This report contains key takeaways from… You must be logged in to view this content.
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 23, 2024
After years of consolidation, a considerably smaller group of firms (recordkeepers and aggregators) are dominating the retirement space and controlling… You must be logged in to view this content.
by Sara Tershel | Feb 12, 2024
In late 2023 and early 2024, the RLF interviewed National Account Managers from more than 15 different DCIO firms to… You must be logged in to view this content.
