Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Evaluating Auditor Proposals
Fiduciary Plan Governance, LLC June 23, 2016
"Evaluating responses to your plan auditor request for proposals can be done simply and efficiently if you lay out the criteria you consider most critical in advance and assign a weight in terms of importance to each. This approach creates a framework of objectivity before you begin reviewing the proposals. Each evaluator should assign their own weighting to each criterion ... [You should] also determine if there are any 'non-starters' in the criteria that would eliminate a candidate regardless of how it responds in other areas."
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