Arnerich Massena’s recently published white paper, The Future of the Recordkeeping Industry, takes a look at the evolution occurring among recordkeeping providers. Please listen to our webinar to hear our perspective regarding how the industry is experiencing its shakeout phase. Plan sponsors may find that understanding the changes can help them better prepare to navigate the landscape and negotiate with recordkeeping providers. That’s why we hosted a follow-up webinar to accompany the white paper.
Led by senior consultant Jake O’Shaughnessy, CFA, the webinar expands the discussion and addresses some of the questions plan sponsors may have. This in-depth look at the future of recordkeeping is an invaluable resource as the industry continues to evolve and shift.
View a recording of the webinar at https://www.youtube.com/watch?v=G9sJAkmflSA&feature=youtu.be
You can read and/or download the white paper at http://www.am-a.com/about/research.htm
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In 2014, thirteen merger/acquisition deals were made among retirement plan recordkeepers, a record number of consolidations and ownership changes. Looking ahead, we predict continuing changes as the recordkeeping industry evolves. Recordkeeping is experiencing its industry shakeout phase, which has real-world impacts for plan sponsors as services and costs adjust. Our newest white paper, The Future of the Recordkeeping Industry, examines the evolution of the recordkeeping industry, providing plan sponsors with perspective that can help them prepare for the future. Read more