Nuts & Bolts: Requests for Proposal
What new plan advisers need to know about RFPs from plan sponsors.
Tag: RFPs
Client Attraction Through Giving
401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.
Nuts and bolts
How to Stand Out in an RFP
Do you want “a seat at the table for the finals,” as Greg Middleton puts it? Increasingly, advisers are being...
Retirement Advisers See Increased Scrutiny on Fees, Services
Requests for proposal from plan sponsors for DC advisory services are on the uptick, according to industry players.
Growing Your Practice | RFPs
The Evolving Use of RFPs
The volume has increased, as has what advisers must do to make the finals.
We Nailed That RFP Response! (Didn’t We?)
Wouldn’t you love to be a fly on the wall at the plan sponsor defined contribution committee meeting where members...
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...
Advisers Have Expanded Their Role During the Pandemic
Participants’ financial wellness and emergency preparedness have become more important in advisers’ service models, and some practices are even guiding...
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.
Service Launches to Help Plan Advisers Evaluate PEPs, PPPs
PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans to a full request for proposals process.
Benetic Introduces Provider Search Platform Tool
The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.
Practice Management
Client Onboarding
How advisers can be sure to deliver all that new partners expect.
Cetera Launches ‘My 401(K) Assistant’ Process Outsourcing
The back-office support program provides investment monitoring reports and generates RFPs, among other capabilities.
PANC 2018: Responding to RFPs
It has become more common for plans with upwards of $20 million in assets to go through a formal RFP process to find a new adviser, but it...
BidMoni Rolls Out FiduciaryShield
The platform allows retirement plans to solicit bids from retirement plan providers.
