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Concurrent Session
The Big, Bad Retirement Plan RFP
LVCC N205-208
Tuesday 06/25/2019 10:45 AM - 11:45 AM Add to calendar
1.00 SHRM PDCs | Competencies: Critical Evaluation, Ethical Practice, Leadership & Navigation | Intended Audience: Senior-Level
Workplace Application:
The do's and don'ts of running a retirement plan request-for-proposals (RFP). 

You know that it’s time to start “shopping” your retirement plan—the Department of Labor recommends doing so every three to five years—but you don't know how to begin. Fortunately there's no need to recreate the wheel: this presentation gives you step-by-step instructions for running a prudent and organized RFP for your retirement plan. Learn from others’ experiences and save time, money and your sanity.

Learning Objectives:

  • How to draft a retirement plan RFP, and who to send it to and communicate with.
  • Evaluating RFP responses and holding interviews.
  • Guiding your committee through the decision-making process and making a final decision.
  • What due diligence to document.
Jeanne J. Fisher Photo
Jeanne J. Fisher, Senior advisor, retirement plan specialist,
ARGI Investment Services