Advisor RFPs: The Ultimate Step-by-Step Guide (Webinar Recording)

Advisor RFPs are often a necessary part of fulfilling your fiduciary duty, but they can also be daunting for plan sponsors. Having helped create the industry-standard response template for advisor RFPs, CAPTRUST is positioned to present a step-by-step RFP process, which is presented in this webinar recording.

Advisor requests for proposals (RFPs) can serve as a valuable catalyst for improving retirement plan offerings and are often a necessary part of fulfilling your fiduciary duty. That said, it’s no secret that the RFP process can be daunting for plan sponsors, especially when you consider the long-term impact that decisions can have on your participants’ futures.

Having responded to more than 3,000 RFPs and helped in the creation of the industry-standard RFP response template, CAPTRUST can help you optimize the RFP process from beginning to end. During 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:

  • The implications of SECURE 2.0 Act on the retirement industry
  • Recent technologies that have improved the RFP process
  • Which topics are top of mind for plan sponsors today

To download a copy of the transcript, click here.


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