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Ann Schleck & Co.
Quick Hits Research #2: Recordkeeper Consolidations: Is acquisition good or bad?
Quick Hits is a series of fast reads that use Ann Schleck & Co. knowledge and experience to guide research you’ll find interesting, useful, timely, and filled with insights and recommendations that can improve your position in the retirement plan market.
Price: $2,500.00

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Quick Hits is a series of fast reads that use Ann Schleck & Co. knowledge and experience to guide research you’ll find interesting, useful, timely, and filled with insights and recommendations that can improve your position in the retirement plan market. Through discussions with recordkeepers and advisors, this summary report provides a look at what has been driving recordkeepers to stay or leave the retirement plan business. We also share how DC Specialist advisors say the M&A activity is changing their expectations.
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