Browsing Tag
Request for Proposal (RFP)
7 posts
Simplified Plan Advisor Search RFP Template Released
Retirement Advisor Council’s template to help plan sponsors select a plan advisor being made available free of charge and free of copyrights
6 Steps for 401(k) Fiduciaries to an Effective ERISA RFP
One of the most important responsibilities of plan fiduciaries is hiring the right service providers. These providers must…
New 401(k) RFP Dashboard Aims to ‘Empower Advisory Firms’
A dashboard to seamlessly integrate relevant RFP tools and features? It invariably makes the 401(k) advisor more efficient,…
J.P. Morgan Aims to Make 401(k) RFPs Easier
Recent research from Cerulli Associates finds that RFP teams are struggling to meet turnaround times as volumes skyrocket…
How to Win on Paper But Lose a 401(k) ‘Finals’ Presentation: Fi360 Annual Conference
Learn how to win as a 401(k) adviser by focusing on key areas and being prepared for questions and challenges from plan sponsors.
How to Reach the Next Level in the 401(k) RFP Process
It’s all about the upgrade—house, phone, and sometimes sadly (or not) spouse. It’s human nature to wanna climb…
How Have 401(k) RFPs Changed?
How have RFPs changed over the past five years? National Association of Plan Advisors (NAPA) surveyed members last…