An Accountant You Can Rely On
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Trust Worthy
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Experienced
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Professional
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What we Do
We Cover an Array of Individual & Corporates Accounting Services
Individual & Corporate Taxes
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Financial Planning
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Audit Defense & Services
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Get Started
Don’t Let the Complexities of Your Financials Burden You Any Longer
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About Us
At Divi Accountants, No Client is Too Big or Small
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Join Us
Our Clients Are Like Family
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Accounting Resources & Articles
Q2 Recordkeeper Sales Executive Virtual Forums
Last week, we hosted senior sales leaders from the recordkeepers in our membership – both small (under $50M) and large market ($50M+). This year is off to a solid start with most firms at or above their sales goal. In the small market, firms noted a big uptick in sales activity, especially in the middle end of the small market ($25M-$50M space) with LPL and Merrill the top sales partners mentioned.
RM Leaders Monitoring Participant Withdrawals
On May 12th, we convened (virtually) our small and large market recordkeeper RM executive councils. In many ways, it was “business as usual” for these leaders. Retention remained at its historically high level for 2025 and expectations for 2026 are for that to continue. Proposal and RFP levels among their clients have been normal so far this year. YOY budgets are fairly flat and, with a few exceptions, staffing of the RM team isn’t changing very much this year.
Consolidation Continued
Over the last nine months, the retirement industry has seen a raft of consolidation events. It started in mid-2025, when we finally saw the predicted trend of “aggregators aggregating,” with Creative’s purchase of SageView and, not long after, the creation of Wealthspire. We’ve dedicated a lot of time in our research and newsletters discussing the ongoing impact of these two events.
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