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Posted

We are looking to consolidate 3 Trustees into 1 for our defined benefit plan.

Does anyone have a good RFP for a Trustee serach

What type of fiduiciary "due diligence" is necessary in selecting a new Trustee or satying with 1 of the 3?

Posted

Are you looking for a bank or trust company? They don't normally respond to RFPs, but will provide information about their fees, services, personnel, etc. I work with a couple of banks/trust companies and can provide you with contact information off board if you care to email me.

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