by Natalie Rosado | Jan 8, 2021
The Retirement Leadership Forum conducted a short, member-requested survey on how recordkeepers deliver statements to participants. In May 2020, the… You must be logged in to view this content.
by Natalie Rosado | Oct 5, 2020
The Retirement Leadership Forum conducted a short, member-requested survey on the channels through which DC providers offer participant service (e.g.,… You must be logged in to view this content.
by Natalie Rosado | Aug 18, 2020
The short report outlines the percentage of participants that have designated a beneficiary for their DC plan. The report includes… You must be logged in to view this content.
by Wallace Blankenbaker | Mar 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...
by Wallace Blankenbaker | Jul 23, 2019
By member request, we conducted research to better understand providers’ participant regulatory notice offerings and capabilities in the under $10… You must be logged in to view this content.
