Axis Retirement Analytics™ Hosts Webinar for Recordkeepers and TPAs to Discuss New Standards in The Retirement Industry

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Panel of experts to discuss the innovative strategies and best practices in today's regulatory landscape that retain and win new plan business in free webconference.

AXIS Retirement Analytics

AXIS Retirement Analytics - 408(b)(2), 404(a)(5) and Benchmarking On-Demand

Must-attend event for Recordkeepers and TPAs to learn how the Retirement Industry has changed under a climate of increasing pressure and transparency by Congress and the Department of Labor

AXIS Retirement Analytics™ Platform (, a platform developed by Castle Rock Innovations that provides Banks, Broker-Dealers, RIAs, Product Manufacturers and TPAs with the support needed to comply with the Department of Labor regulations 408(b)(2) and 404(a)(5) fee notifications and benchmarking services, today announced its April webinar, “The New Standards – Innovation, Value, Price.” This free webconference with expert panel discussion will take place on Tuesday, April 23rd at 2pm EST, focusing on how retirement firms are changing their practices in the wake of the Department of Labor implementation of fee disclosure and proposed fiduciary standards.

This is a must-attend event for Recordkeepers and Third Party Administrators to learn how the retirement industry has changed under a climate of increasing pressure and transparency by Congress and the Department of Labor, and why it is necessary to take a proactive stance to help clients contain fees, expand provider services and enhance investment opportunities. Tom Loch of Castle Rock Innovations will moderate and lead a discussion on the current retirement environment, as well as the need for retirement service firms to re-evaluate and enhance their practices in today’s world.

Joining Loch is panel of experts including Jeff Feld, Principal of Alliance Pension Consultants, and Lindsey Black, CEO and President of MBM Advisors who will discuss how their firms are using innovative strategies and best practices to keep current plan business and win new clients, all while plan sponsors are putting added scrutiny on the value in line with fees. More information on the webinar is available at Advance registration is recommended, as space is limited: register now

AXIS Retirement Analytics™, which has developed an on-demand platform that provides analytics and benchmarking to support 408(b)(2) and 404(a)(5) regulations, is providing this free series of webinars designed to educate Covered Service Providers on various subjects related to regulations and compliance. Previous sessions include the role of benchmarking in defending fee reasonableness, as well as an industry-first education series on 408(b)(2) compliance and audit preparation. To learn more visit

About AXIS Retirement Analytics™

AXIS Retirement Analytics™, a product developed by Castle Rock Innovations, is a web-based platform that provides retirement plan analytics and benchmarking to comply with the new 408(b)(2) regulatory fee disclosure reporting requirements, as well as 404(a)(5) Participant Fee Disclosure Notices. Broker-Dealers, RIA’s, Record Keepers and TPA’s utilize AXIS to ensure compliance, understand current data trends, and gain expertise in a magnitude of issues around retirement disclosure scenarios. Visit for more information.

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Bill Yucatonis
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