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 401k 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 401k RFP Dashboard Aims to ‘Empower Advisory Firms’
A dashboard to seamlessly integrate relevant RFP tools and features? It invariably makes the 401k advisor more efficient,…
J.P. Morgan Aims to Make 401k 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 401k ‘Finals’ Presentation: Fi360 Annual Conference
“The most famous case of winning on paper and losing in the finals is the fight between Mike…
How to Reach the Next Level in the 401k RFP Process
[Cover story: Issue 3, 2017] It’s all about the upgrade—house, phone, and sometimes sadly (or not) spouse. It’s…
How Have 401k RFPs Changed?
How have RFPs changed over the past five years? National Association of Plan Advisors (NAPA) surveyed members last…