Customer Service Strategy, Structure and Models

Retirement Research Inc, January 2012

An In-depth Look at DC Service Delivery in a Changing Market

Details service model strategies by plan size and other factors and Relationship management structure including ASP recordkeeping models; who are the top providers, where are they successful, what are the trends in ASP for RIAs and TPAs? Also explores outsourcing – who are the major players; what are the trends? Compares In-house recordkeeping and Full Service TPAs vs. local TPA interface service model TPA firms.

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