Cover Story PLANADVISER July/August 2021

Proposals That Please

Make your responses to RFPs stand out above the rest.

Reported by

Judy Ward

To access this premium content, please sign up for a free account!

You Might Also Like:

Compliance

July 6th, 2021

Court Affirms Arrangement Between Sponsor and Recordkeeper Not a Prohibited Transaction

After reviewing a decision in an ERISA lawsuit against Banner Health, the 10th Circuit also found no reason to order...

In Practice

March 22nd, 2021

Capital Group Offers Resources to Help Advisory Practices Grow

Its new PracticeLab will include regular webinars with financial planning specialists at the firm.

Client Service

March 3rd, 2021

The Nuances of Conducting a Robust RFP

If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.