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MAP Retirement
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Anchor 3(16) Fiduciary Solutions
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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July Business Services
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Mergers & Acquisition Specialist Compass
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Compass
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BPAS
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Southern Pension Services
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Pentegra
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Retirement Plan Consultants
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BPAS
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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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