Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Account Manager

(Remote / West Harrison NY)

Pentegra logo

Customer Success Associate

Guideline, Inc.
(Remote / Austin TX / Solana Beach CA / Portland ME / San Mateo CA / CO / FL / GA)

Guideline, Inc. logo

Senior Plan Administrator

Fiduciary Consulting Group
(Remote / Murfreesboro TN)

Fiduciary Consulting Group logo

Client Service Manager

July Business Services

July Business Services logo

Retirement Plan Administrator

Great Lakes Pension Associates, Inc.

Great Lakes Pension Associates, Inc. logo

Plan Administrator

Aimpoint Pension

Aimpoint Pension logo

Product Support Specialist - Conversions part of Wolters Kluwer Legal & Regulatory
(Remote) part of Wolters Kluwer Legal & Regulatory logo

Client Service Specialist

(IL / IN / MA / MD / ME / NC / NH / NY / PA / TN / VA / VT)


Manager, Client Relationship Management

Guideline, Inc.
(Remote / Solana Beach CA)

Guideline, Inc. logo

Retirement Plan Administrator

Fulton Bank / Fulton Financial Advisors

Fulton Bank / Fulton Financial Advisors logo

DB/DC Administrator

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Retirement Plan Administrator


ForUsAll logo

Legal Assistant / Paralegal / Plan Document Specialist

Witman Stadtmauer, P.A.
(Remote / Florham Park NJ)

DB Plan Administrator

Aimpoint Pension

Aimpoint Pension logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
All  >  Upcoming   |   Grouped by Sponsor

View More fi360 Webcasts and Conferences

RFP Best Practices


Aug. 7, 2018
Recorded Online

As fiduciaries, investment stewards are required to periodically vet the service providers they have hired to ensure they are still getting their money’s worth. The Prudent Practices suggest that this be done approximately every three years. Any service provider that delivers a high level of service should welcome this process as it actually gives them an opportunity to ensure that relationships with their clients are working and will continue to work for both parties.

This webinar covers the fiduciary basis for comparing service providers from time to time and discuss best practices with respect to conducting formal and informal request for proposals.

Download Webinar Slides

Download article mentioned in presentation


  • Rich Lynch, AIFA®, Director, Fi360 and CEFEX
  • Scott Revare, AIF®, Managing Director, Fi360

More Information, How to Register

© 2022, Inc.