by Sara Tershel | Sep 9, 2025
In August of 2025, a RLF member firm requested that we survey recordkeepers about their participant communication consultant team, customizations… You must be logged in to view this content.
by Sara Tershel | Mar 7, 2025
In February of 2025, the RLF conducted a member-requested survey to better understand recordkeepers’ transaction fee capabilities for participant distributions.… You must be logged in to view this content.
by Sara Tershel | Feb 26, 2024
In December of 2023, the RLF conducted a member-requested survey on how recordkeepers handle terminated participants and their efforts to… You must be logged in to view this content.
by Sara Tershel | May 30, 2023
Engaging participants continues to be one of recordkeepers’ top priorities as they look to both meet their mandate to increase… You must be logged in to view this content.
by Sara Tershel | Mar 31, 2023
In March 2023, the RLF conducted a member-requested survey on recordkeepers’ use of participant data. This report shows the results… You must be logged in to view this content.
