sales champ
Picking a Winner
How the best advisers quarterback the conversion process
Reported by Alison Cooke
To access this premium content, please sign up for a free account!
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/07/02161156/PSPA-070224-Escalent-Retirement-Planscape-1496899895-web-432x243.jpg)
M&A Shows Up As Top Driver of Recordkeeper Swaps in New Study
Poor service quality was another driver of recordkeeper moves, new research from Escalent finds.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/05/02163339/PSPA-050224-Empower-completes-integration-of-Prudential-1313291958-web-432x243.jpg)
Empower Finalizes Prudential Retirement Business Integration
Firm cites enhanced technology and scale with final integration of 2022 recordkeeping platform acquisition.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/03/27160637/PAPS-032724-Ascensus-Buys-Recordkeeper-1140703102-web-432x243.jpg)
Ascensus to Acquire Mutual of Omaha’s 401(k) Business
Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.