Retirement Services Roundtable^®

The Retirement Services Roundtable (RSR) is a membership-based organization that serves the research and consulting needs of more than 50 of the largest retirement plan providers in the United States. » Member Log-In

What Does an Annual Membership Entail?

Comprehensive Best Practice Research Studies

All research is based on member-selected topics of interest.

• Primary and secondary data to support our hypothesis on why the topic is pressing for members
• Case study examples of how leading firms in our membership are addressing the problem

Attendance at Senior Executive Forums

• Presentation of best practice research findings
• Discussion-based meetings that include Q&A sessions with members selected for best practice case profiles

Firmwide Web Site and Webinar Access

• Unlimited, unmetered access to research
• Invitation to wide array of webinars addressing top-of-mind member challenges

Real-Time Benchmarking Reports

• Custom benchmark reports—short survey sent to members and aggregated results provided to you

White Papers and Thought Leadership

• Access to white papers and insights briefs written on emerging issues

A Dedicated Account Manager

• Helps you leverage resources
• Provides regular project support
• Keeps you updated on upcoming events/research

Networking Opportunities

• Gain insight into what members are working on via the RSR discussion board
• Interactive member meetings allow you to work together to solve shared challenges
• Participate in individually scheduled conversations with fellow members

On-Site Presentations and Workshops

• Annual on-site workshop to present our work to your team/business partners