Featured Jobs
|
July Business Services
|
|
BPAS
|
|
BPAS
|
|
ESOP Administration Consultant Blue Ridge Associates
|
|
Anchor 3(16) Fiduciary Solutions
|
|
Retirement Plan Consultants
|
|
Southern Pension Services
|
|
Retirement Plan Administration Consultant Blue Ridge Associates
|
|
Managing Director - Operations, Benefits Daybright Financial
|
|
Regional Vice President, Sales MAP Retirement USA LLC
|
|
BPAS
|
|
MAP Retirement
|
|
Pentegra
|
|
Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
|
|
Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
|
|
Retirement Relationship Manager MAP Retirement
|
Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|
|
| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
View More CAPTRUST Financial Advisors Webinars, Podcasts and Conferences
Advisor RFPs: The Ultimate GuideCAPTRUST Financial Advisors |
|
Apr. 24, 2024 On-Demand Webinar |
|
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:
|