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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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Sentinel Group
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Retirement Relationship Manager MAP Retirement
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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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