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Regional Sales Director-Heartland July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Automotive Industries Trust Funds
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Nova 401(k) Associates
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Compass
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Internal Channel Sales Team Lead July Business Services
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Mergers & Acquisition Specialist Compass
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Attorney - ERISA, Benefits, & PRT Securian Financial Group
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EPIC RPS
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Pentegra
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Independent Retirement
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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View More CAPTRUST Financial Advisors Webinars, Podcasts and Conferences
Advisor RFPs: The Ultimate GuideCAPTRUST Financial Advisors |
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Apr. 24, 2024 On-Demand Webinar |
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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 live, one-hour webinar, we will present a step-by-step guide to aid you in planning, preparing, and executing on this important body of work. We will also discuss:
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