Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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The ABCs of RFPs
Cohen & Buckmann, P.C. Feb. 1, 2021 "[T]he basic steps of an ERISA RFP: [1] Identify good candidates.... [2] Develop your proposal request.... [3] Set a schedule.... [4] Review responses.... [5] Make your choice.... [6] Coordinate with other providers.... Make periodic RFPs part of your prudent process." |
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