Customize Your Advisor RFP!

New DOL Fiduciary Rule

Fred’s Take: No doubt that employers sponsoring a defined contribution (DC) plan like a 401(k) or 403(b) should be benchmarking their advisors annually and conducting full RFPs at least ...

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Understanding How to Work With Electronic RFP Services

RFP Flyer

The decision to employ an Electronic RFP service is not an easy one.  Seeking and receiving assistance in areas such as 401(k) Plan Services, Administration, Communications or Investments is ...

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More 401(k) Plans Looking to Replace their Advisor


While 401(k) record keeper turnover has been in the low single digits for a long time, 17% of employers sponsoring a defined contribution (DC) plan surveyed by Fidelity are ...

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Video-Making the Complex Simple is not Easy

Jamie Greenleaf, noted plan advisor and TPSU (The Plan Sponsor University) Adjunct Lecturer, explains how she tries to take complicated industry jargon and turn it into a language her ...

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Why do Providers Make Fee Calculation So Complicated?

Theresa Jacobs

  At a TPSU (The Plan Sponsor University Program) held at Rutgers University, Teresa Jacobs, a controller at a mid-size NJ company complained that her provider made calculating the ...

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Advisors RFPs coming down Market

In hub Study

As reported in NAPA Net, Inhub, an online advisor RFP consultant is experiencing more advisor RFPs for smaller plans (see infographics). Other findings include: 90% of plan sponsors had ...

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Evaluating and Selecting a Plan Advisor

In Hub Whitepaper

Evaluating and Selecting a Plan Advisor In the white paper “Selecting Service Providers, Competitive Bidding and RFP’s Importance in a Fiduciary Investment”, attorney Roger Levy explores a plan sponsor’s ...

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