Advisor RFPs: The Ultimate Guide (Webinar Recording)

As a retirement plan sponsor, advisor requests for proposals (RFPs) are a necessary part of fulfilling your fiduciary duty. They can also present a valuable opportunity to expand or change your retirement plan offerings. However, it’s no secret that the RFP process can be daunting.

Having responded to more than 3,500 RFPs and helped create the industry-standard RFP response template, the CAPTRUST team is well-positioned to help you optimize the RFP process from beginning to end. In this webinar recording, we present a step-by-step guide to aid you in planning, preparing, and executing on this important body of work. We also discuss:

  • Advisor RFP best practices
  • Recent legislation and technologies impacting the retirement industry
  • Questions plan sponsors should be asking based on their plan type(s)
  • Topics that are top of mind 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.

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