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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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MAP Retirement
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BPAS
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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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Retirement Plan Consultants
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Southern Pension Services
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Regional Vice President, Sales MAP Retirement USA LLC
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Anchor 3(16) Fiduciary Solutions
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July Business Services
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BPAS
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Pentegra
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Relationship Manager MAP Retirement
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Selecting Annuity Providers for Retirement Plans: Tips for Success
Bradley 
Aug. 14, 2025 "[1] Engage independent experts ... to assist in evaluating prospective insurers and an actuary early in the planning phase. [2] Build in at least four to six weeks for RFP responses, provider Q&A, and internal reviews. [3] Use a standardized scorecard ... [4] Maintain a decision file ... [5] For ongoing plans, schedule annual or biennial reviews of active contracts to confirm ongoing performance and cost competitiveness and re-benchmark quotes every three to five years." MORE >> |
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