M&A Activity, Poor Service Quality Trigger Plan Sponsors to Switch Providers
When dealing with employers going through a merger or acquisition, recordkeepers need to be flexible and offer a wide range...
Tag: requests for proposals (RFPs)
Benefits |
Unum Group Plans to Add Guaranteed Lifetime Income Options
The financial insurance provider will roll out in early 2024 the option to transfer a percentage of their savings into...
Products |
Investment Product & Service Launches
Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.
Legal Complaint Targets Pfizer 401(k) Plan Committee, Board
The class action proposal seeks to recover retirement plan losses allegedly caused by fiduciary breaches leading to ‘unreasonable’ fees.
Use of RFPs Versus RFIs Contrast For Plan Sponsors
Employers in disparate principal businesses approach RFPs versus RFIs differently, as plan sponsors perform searches for employee benefit providers
Employers Discuss Why They Use Vendor Search Consultants
Employers use the help of a consultant searching for employee benefit vendors, narrowly for certain tasks or pricing only and...
What Do Plan Sponsors Focus on When Doing an RFP?
Plan sponsors completing a request for proposal want a provider to stand out by addressing the company’s benefit needs through...
How Technology Has Transformed the RFP Process
When searching for a new recordkeeper or adviser, plan sponsors can take advantage of new technology tools to help streamline...
What This Year’s RFPs Will Look Like
New technology, new priorities and traditional cultural connections should all be in focus as plan sponsors manage request for proposals...
Federal Judge Dismisses Complaint Against HR Company TriNet
The 2020 ERISA retirement lawsuit alleged fiduciary breaches committed by the retirement plan committee.
Opinions |
Finding the Right Plan Adviser
Eric Dyson, with RFP 401k Advisor, shares tips and a suggested line of questioning that could help sponsors of any...
Appellate Court Sees No Need to Force RFP Process
The court also concluded that because Banner Health and its recordkeeper had no prior relationship and their service arrangement was...
Products |
Service Launches to Help Plan Sponsors 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...
PSNC 2020: Evaluating Service Providers
The COVID-19 pandemic was a test for provider relationships. Did plan sponsors see their providers as real partners or did...
Important Considerations for the RFP Process
When conducting a service provider request for proposals (RFP), being specific can help ensure plan and participant needs are met,...
Performing an Effective Benchmarking of Plan Advisers
An analysis of advisers’ skills and services helps in finding those with higher skill sets, and those who offer much...
Opinions |
Considerations to Guide Your Search for a Fiduciary Retirement Plan Adviser
Bruce Jensen, with Hub International, discusses considerations for plan sponsors when searching for a new retirement plan adviser.
Opinions |
Keeping Up With All the Players in Outsourced Benefits Administration
Andy Adams and Jay Schmitt, with Strategic Benefits Advisors, discuss what plan sponsors should consider in a changing benefits outsourcing...
Opinions |
How to Run the Perfect 401(k) Plan RFP
Andrew S. Zito, with LAMCO Advisory Services, offers tips for organizing and implementing the best retirement plan provider request for...
Products |
Wagner Law Group Launches Adviser Search Support Service
The adviser search consulting program consists of three stages—analysis of plan needs, the RFP process and final selection.