Tag: requests for proposals (RFPs)

The selected firm will provide technical and administrative expertise for the state auto-IRA program’s development, compliance and more.

When dealing with employers going through a merger or acquisition, recordkeepers need to be flexible and offer a wide range...

The financial insurance provider will roll out in early 2024 the option to transfer a percentage of their savings into...

Centro API integration; MassMutual announces new fixed deferred annuity; American Trust Wealth launches mobile app, client portal; and more.

The class action proposal seeks to recover retirement plan losses allegedly caused by fiduciary breaches leading to ‘unreasonable’ fees.

Employers in disparate principal businesses approach RFPs versus RFIs differently, as plan sponsors perform searches for employee benefit providers

Employers use the help of a consultant searching for employee benefit vendors, narrowly for certain tasks or pricing only and...

New technology, new priorities and traditional cultural connections should all be in focus as plan sponsors manage request for proposals...

The 2020 ERISA retirement lawsuit alleged fiduciary breaches committed by the retirement plan committee.

Eric Dyson, with RFP 401k Advisor, shares tips and a suggested line of questioning that could help sponsors of any...

The court also concluded that because Banner Health and its recordkeeper had no prior relationship and their service arrangement was...

PEP-RFP.com offers three levels of service, from access to a database about pooled plan providers and their pooled employer plans...

The COVID-19 pandemic was a test for provider relationships. Did plan sponsors see their providers as real partners or did...

Bruce Jensen, with Hub International, discusses considerations for plan sponsors when searching for a new retirement plan adviser.

Andy Adams and Jay Schmitt, with Strategic Benefits Advisors, discuss what plan sponsors should consider in a changing benefits outsourcing...

Andrew S. Zito, with LAMCO Advisory Services, offers tips for organizing and implementing the best retirement plan provider request for...