Performing an Effective Benchmarking of Plan Advisers
An analysis of advisers’ skills and services helps in finding those with higher skill sets, and those who offer much...
Tag: RFPs
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Wagner Law Group Launches Adviser Search Support Service
The adviser search consulting program consists of three stages—analysis of plan needs, the RFP process and final selection.
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BidMoni Launches FiduciaryShield to Manage RFPs
Under the platform, plan sponsors no longer have to contact each potential provider and request separate proposals.