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...
Tag: RFPs
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...
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.
Products |
BidMoni Launches FiduciaryShield to Manage RFPs
Under the platform, plan sponsors no longer have to contact each potential provider and request separate proposals.