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| Raleigh, NC

Execute a Foolproof Advisor RFP

When planning for an advisor request for proposal, plan sponsors are often faced with questions such as:

  • What are the right questions to ask?
  • Who do I include?
  • How do I know which advisor is right for our plan?
  • Will this process produce the desired outcome for our organization?

CAPTRUST presents a presentation on best practices and available resources to streamline the RFP process. Whether you are benchmarking your current advisor, requesting general information, or conducting a formal advisor RFP, this webinar recording will help you understand and implement the fundamentals of a sound RFP process. 

Click here to listen to the recording.

Other resources that may be helpful to learning more about executing a foolproof RFP include the following:

Five Tips for a Successful Advisor RFP Process
napa-net.org

Conducting an Effective Advisor RFP Process: Best Practices for the Evaluation and Selection of Retirement Plan Advisors
CAPTRUST

Correct Size: Creating an RFP that addresses each sponsor’s individual needs
Plan Advisor Magazine

For more information on conducting an advisor RFP, contact Greg Middleton, CAPTRUST Senior Director at greg.middleton@captrustadvisors.com, 919.870.6822 or if you wish to include CAPTRUST in your search, please submit a request here.

About CAPTRUST
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents over $189 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.