Tag: RFP/RFI

Federal agencies are seeking advice on how to improve the reporting and disclosure system for retirement plans governed by ERISA.

The class action proposal seeks to recover retirement plan losses allegedly caused by fiduciary breaches leading to ‘unreasonable’ fees.

Employers in disparate principal businesses approach RFPs versus RFIs differently, as plan sponsors perform searches for employee benefit providers

Employers use the help of a consultant searching for employee benefit vendors, narrowly for certain tasks or pricing only and...

It’s important for plan sponsors to stay vigilant and be sure they are holding providers accountable.

The new edition aims to support the needs of employers providing defined contribution plans by enabling service providers to prepare...

The enterprise license will allow the consulting firm to streamline the RFP process.

Liveoak Technologies helps retirement plan clients input necessary information from multiple contributors in a simplified process. 

The consulting firm has licensed with InHub, creator of a web-based request for proposals process.

Impax expands North America ream; Two Executives join Allianz Life; Northern Trust Asset Management expands leadership; and more.

The guide includes questions to be asked of a recordkeeper.

Retirement plan sponsors can use the new RFP tool to score responses they receive during the formal search for a...

Coffman Engineers felt limited by searching for advisers in its local area.

“Why should I conduct a request for proposals (RFP) for a recordkeeper for my retirement plan?”

Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own...

Fees and investment lineup are the primary motivators in the decision to keep or replace a recordkeeper.

According to two panelists speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of...

Clients of Fiduciary Plan Advisors can now work more collaboratively in a centralized and Web-driven request for proposal process, delivered...

The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to...

A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing...