RFP Process

The Crucial Importance of Benchmarking Your Plan Advisor

By Steff Chalk / Benchmarking & Fees (ERISA, retirement plan), Benchmarking & Monitoring Fees & Partners, Compliance, Fiduciary, Financial Advisors, RFP Process

The Crucial Importance of Benchmarking Your Plan Advisor It may not be widely known how important it is to do a Request for Proposal on...

Retirement Plan Committee Duties Include Recordkeeping Services Oversight

By Fred Barstein / Featured Video, Investments, Investments Video, Newsletter, Recordkeeping, Retirement Committee, Retirement Plan Fiduciary, RFP Process, TPSU Programs

Retirement Plan Committee Duties Include Recordkeeping Services Oversight Retirement Plan Committees are responsible for the oversight of many retirement plan functions. Included in these duties...

401k RFP Process Looks at Fees

By Fred Barstein / Featured Video, Improving Outcomes, Newsletter, Plan Optimization, Plan Optimization Video, RFP Process

401k RFP Process Looks at Fees 401k RFP processes focus on many aspects of a 401k plans, including fees. In many cases plan sponsors are...

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