Not Doing RFPs for your Retirement Plan? Learn Why This Can Be a Costly Mistake Your Organization is Making

Twelve Points Retirement Advisors

A well-conducted RFP will help retirement plan fiduciaries find the best service providers and also position them to respond to fiduciary breach claims. Conducting regular RFPs is part of a prudent fiduciary process. We will discusses the benefits of RFPs for service providers, and details the basic steps of conducting an ERISA RFP.

Twelve Points will be joined by an expert guest speaker, Carol Buckmann. Carol is a co-founding partner of Cohen & Buckmann. With a career that spans more than 35 years, Carol has become one of the foremost employee benefits and ERISA attorneys in the country. She is widely known for her in-depth understanding of issues related to ERISA, including pension plan compliance, fiduciary responsibilities and investment fund formation. Her clients – global and U.S. companies – and attorneys rely on her for advice related to complex pension law and fiduciary problems. She also is experienced at advising global employers on U.S. and cross-border employee benefit matters.

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