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Retirement Plans

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