High Impact Retirement Plan RFPs (Webinar Recording)
CAPTRUST heda practical webinar designed for navigating the advisor request for proposal (RFP) process. Building on proven frameworks, this session will explore how to structure and issue an effective RFP that drives meaningful responses—not just more paperwork.
The discussion covered insights on recent trends in advisor searches, common pitfalls plan sponsors face, and best practices for evaluating proposals with confidence. Attendees will leave with actionable guidance to help streamline the process and select an advisor aligned with their plan’s long‑term goals.
For a copy of the transcript, click here.
Additional Materials:
High Impact Plan RFPs Presentation
Request for Proposal (RFP) Retirement Plan Advisor Search
Selecting and Monitoring Pension Plans: Tips for Plan Fiduciaries