Advisor RFPs: The Ultimate Guide (Webinar Recording)
For retirement plan sponsors, issuing an advisor request for proposal (RFP) is a critical component of fulfilling fiduciary responsibilities. Beyond just being a requirement, it's also a significant opportunity to improve or modify your retirement plan offerings. Yet, navigating the RFP process can often feel overwhelming and complex.
With a history of responding to more than 3,500 RFPs and having helped shape the industry’s standard response template, the CAPTRUST team is uniquely qualified to help you streamline this process. In this recorded webinar, we provide a comprehensive, step-by-step framework to help you plan, prepare, and successfully execute this important task. The discussion also covers:
Best practices for advisor RFPs
- The influence of recent legislation and new technologies on the retirement sector
- Key questions plan sponsors should consider based on their specific plan types
- Current and pressing topics for retirement plan sponsors today
Additional Resources
Webinar Presentation Deck
Industry Standard RFP Advisor Search Template
Selecting and Monitoring Pension Consultants
To download a copy of the transcript, click here.