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Retirement Plans

The Latest Trends in Advisor Requests for Proposals (Webinar Recording)

In this webinar recording, we discuss recent developments that impact the request for proposal (RFP) process for plan sponsors to engage an advisor, steps for planning, and new resources to assist.

Over two years later, it is clear that the COVID-19 pandemic continues to have a profound impact on the request for proposal (RFP) process for plan sponsors to engage an advisor. Amidst the backdrop of the great resignation, many committees have experienced notable turnover and may now be embarking on the RFP process for the first time.

In this webinar recording our CAPTRUST experts discuss:

  • the impact that an increased focus on cybersecurity and diversity, equity, and inclusion (DEI) has had on the RFP process;
  • the new resources that assist plan sponsors with both issuing an RFP and completing the final proposal process; and
  • the fundamentals of implementing a comprehensive—yet efficient—RFP process.

Additional Resources

Webinar Presentation Deck
DOL Selecting and Monitoring Pension Consultants – Tips for Plan Fiduciaries
Retirement Advisor Council RFP Template