June 13th, 2019
It’s important for plan sponsors to stay vigilant and be sure they are holding providers accountable.
January 16th, 2018
The new edition aims to support the needs of employers providing defined contribution plans by enabling service providers to prepare consistent RFP responses, resulting in reduced response times and more accurate evaluations.
May 8th, 2017
The enterprise license will allow the consulting firm to streamline the RFP process.
February 2nd, 2017
Liveoak Technologies helps retirement plan clients input necessary information from multiple contributors in a simplified process.
November 10th, 2016
The consulting firm has licensed with InHub, creator of a web-based request for proposals process.
Deals and People
October 21st, 2016
expands North America ream; Two
Executives join Allianz Life; Northern Trust Asset Management expands leadership; and more.
July 28th, 2016
The guide includes questions to be asked of a recordkeeper.
April 12th, 2016
Retirement plan sponsors can use the new RFP tool to score responses they receive during the formal search for a new adviser.
December 31st, 2015
Coffman Engineers felt limited by searching for advisers in its local area.
August 4th, 2015
Why should I conduct a request for proposals (RFP) for a recordkeeper
for my retirement plan?”
June 19th, 2015
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
Data and Research
June 10th, 2015
Fees and investment lineup are the primary motivators in the
decision to keep or replace a recordkeeper.
June 5th, 2015
According to two panelists speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of top-performing plans and plan sponsors.
May 22nd, 2015
Clients of Fiduciary Plan Advisors can now work more collaboratively in a centralized and Web-driven request for proposal process, delivered through technology by InHub.
March 12th, 2015
The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to select a retirement plan adviser.
February 2nd, 2015
A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing mandates.
October 10th, 2014
October 10, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?
September 3rd, 2014
September 3, 2014 (PLANSPONSOR.com) - Today’s financial environment is often plagued by hidden, complicated fees and fine print, and investors should be keenly aware of the critical questions to ask throughout their pension investment management process.
June 12th, 2014
June 12, 2014 (PLANSPONSOR.com) – Defined benefit (DB) plan sponsors need a process for selecting plan services providers that best fits their plans' needs.
June 5th, 2014
June 6, 2014 (PLANSPONSOR.com) – What factors influence plan sponsors' selection of retirement plan providers?