Wouldn’t you love to be a fly on the wall at the plan sponsor defined contribution (DC) committee meeting where members discuss request for proposals (RFP) responses and decide who gets invited for ...
Securing a retirement plan advisory role often begins with an adviser completing a successful response to a request for proposal from a plan sponsor. While the RFP process can be demanding, it also ...
A request for proposal (RFP) is a formal process by which companies or organizations solicit bids from potential vendors to determine the best solution for their needs. The RFP process is often used ...