Administration
PSNC 2019: Is It Time for an RFI/RFP?
It’s important for plan sponsors to stay vigilant and be sure they are holding providers accountable.
Tag: RFP/RFI
SPARK Rolls Out Updated RFP Guide
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.
FiduciaryVest to Use InHub RFP Technology
The enterprise license will allow the consulting firm to streamline the RFP process.
John Hancock RPS Leverages Liveoak Digital Platform
Liveoak Technologies helps retirement plan clients input necessary information from multiple contributors in a simplified process.
PlanPILOT to Offer Digital RFP Experience to Customers
The consulting firm has licensed with InHub, creator of a web-based request for proposals process.
Retirement Industry People Moves
Impax expands North America ream; Two
Executives join Allianz Life; Northern Trust Asset Management expands leadership; and more.
Empower Offers Guide for Checking Recordkeeper Security
The guide includes questions to be asked of a recordkeeper.
Retirement Advisor Council Offers RFP Tool for Sponsors
Retirement plan sponsors can use the new RFP tool to score responses they receive during the formal search for a new adviser.
A Plan Sponsor Uses an RFP Service to Find an Adviser
Coffman Engineers felt limited by searching for advisers in its local area.
(b)lines Ask the Experts – Why Conduct an RFP for a Recordkeeper?
“Why should I conduct a request for proposals (RFP) for a recordkeeper
for my retirement plan?”
When Procurement Is Involved in the RFP Process
Procurement departments can help with the efficiency of the RFP process, but they shouldn’t just be left to their own devices.
One in 10 Sponsors Looking to Replace Recordkeeper
Fees and investment lineup are the primary motivators in the
decision to keep or replace a recordkeeper.
PSNC 2015: Managing Administrative and Investment Fees
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.
Fiduciary Plan Advisors, InHub Offer RFP Tech
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.
Retirement Advisor Council Releases RFP Tool
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.
Institutional Investors Increasingly Seek SRI
A majority of institutional asset managers surveyed by Cerulli Associates have received client requests for socially and environmentally responsible investing mandates.
Objectively, How Good Is Your Retirement Plan? Part 2
October 10, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?
Key Factors to Consider When Selecting an Investment Manager
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.
Seeking Out the Right DB Provider
June 12, 2014 (PLANSPONSOR.com) – Defined benefit (DB) plan sponsors need a process for selecting plan services providers that best fits their plans' needs.
Trustworthiness Important in Selecting Plan Provider
June 6, 2014 (PLANSPONSOR.com) – What factors influence plan sponsors' selection of retirement plan providers?