Friday, August 13, 2021

Advisor Requests for Proposals (RFPs) in a Post-Pandemic World: Best Practices and Fundamentals (Webinar Recording)

With the height of the pandemic behind us, many plan sponsors are beginning to turn their attention to the tasks that took a backseat in light of the unprecedented COVID-19 challenges—like advisor requests for proposals (RFPs).

Plan sponsors have faced many challenges as a result of the COVID-19 pandemic. With pressing concerns over navigating employer contribution changes, CARES Act provisions, and market volatility, it’s no wonder that requests for proposals may have been postponed. Despite these challenging times, fiduciary responsibility—like the need to regularly benchmark plan providers—remains.

In this webinar recording, CAPTRUST Senior Director Greg Middleton and Financial Advisors Emily Wrightson and Travis Whitten discuss:

The fundamentals of implementing a comprehensive and efficient RFP process
The impact of the COVID-19 pandemic on RFPs
How to leverage trends and overcome recent issues related to advisor RFPs

Greg Middleton, ARPS

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Emily Wrightson

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Travis Whitten, CFP®

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Legal Notice

This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.

Advisor Requests for Proposals (RFPs) in a Post-Pandemic World: Best Practices and Fundamentals (Webinar Recording)

Author(s)

Greg Middleton, ARPS

Emily Wrightson

Travis Whitten, CFP®

Legal Notice

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