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Conducting an Effective Advisor RFP Process (PDF)
CAPTRUST Financial Advisors 
Mar. 9, 2014
"[T]he advisor RFP appears to be on a fast track to become the preferred method for conducting an advisor search or documenting that an existing advisor is qualified to meet an individual plan's specific needs.... [The authors] see four primary plan sponsor motivations for engaging in an advisor RFP process: [1] Plan changes over time.... [2] Increased fiduciary burden.... [3] Market intelligence.... [4] Formality of process."
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