Recordkeeping

This article examines the impact of provider consolidation on participant experience and retention in retirement plans, offering insights and strategies for improvement.

Fintech companies are revolutionizing the retirement landscape by integrating solutions into daily financial products, challenging traditional providers.

This article explores the primary factors influencing the valuation multiples for recordkeepers and TPAs, shedding light on current trends and future outlook.

Accenture's strategic framework for recordkeeping focuses on modernizing retirement solutions through technology and enhancing the client experience.

This article examines recordkeepers' strategic choices between scale and specialization in the retirement landscape, highlighting market trends and expert insights.

Automated RFPs are revolutionizing vendor selection in wealth management by enhancing efficiency, aligning client needs, and intensifying market competition.