Tag: RFP/RFI

October 10, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?

September 3, 2014 (PLANSPONSOR.com) - Today’s financial environment is often plagued by hidden, complicated fees and fine print, and investors...

June 12, 2014 (PLANSPONSOR.com) – Defined benefit (DB) plan sponsors need a process for selecting plan services providers that best...

June 6, 2014 (PLANSPONSOR.com) – What factors influence plan sponsors' selection of retirement plan providers?

May 9, 2014 (PLANSPONSOR.com) – Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the...

April 24, 2014 (PLANSPONSOR.com) – A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser,...

January 22, 2014 (PLANSPONSOR.com) – PIMCO, an investment management firm, has appointed a new portfolio management and executive leadership team.

September 11, 2013 (PLANSPONSOR.com) – New research says institutions are looking to hedge funds for risk management and diversification.

July 18, 2013 (PLANSPONSOR.com) – How do plan sponsors know when it is time for a change in plan providers?

April 24, 2013 (PLANSPONSOR.com) – Retirement plan provider Ascensus has added David Crotty, Brian Stubbs and Erik Whinery to its...

January 8, 2012 (PLANSPONSOR.com) – Recordkeeper search activity is expected to increase; however, most requests for proposals (RFPs) will only...

November 14, 2012 (PLANSPONSOR.com) – Requests for Proposals (RFPs) are more than a calling card—they are an investment manager’s resume.

November 5, 2012 (PLANSPONSOR.com) – Retirement plan service providers should look at plan sponsors both as employers and business owners.

October 24, 2012 (PLANSPONSOR.com) – Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”

October 19, 2012 (PLANSPONSOR.com) – Following the final Department of Labor (DOL) 408(b)(2) and 404(a)(5) regulations, many providers and plan...

October 5, 2012 (PLANSPONSOR.com) – ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc.,...

March 20, 2012 (PLANSPONSOR.com) - Private equity, hedge funds and real...

March 20, 2012 (PLANSPONSOR.com) - Private equity, hedge funds and real...

February 7, 2012 (PLANSPONSOR.com) – Retirement plan sponsors who conduct marketplace reviews with finals presentations are 55% more likely to...

September 22, 2011 (PLANSPONSOR.com) - The California Public Employees’ Retirement System (CalPERS) is looking for some “external...