What to Expect When You’re Requesting: Investment Advisor RFPs and Due Diligence

MessageThis Webinar is over
Date May 18, 2016
Time 01:00 PM EDT
Cost Free
Conducting the request for proposal (“RFP”) process and performing due diligence on retirement plan investment advisors has proven a challenge for many plan sponsors. Retirement plan due diligence typically takes the form of fee benchmarking and various types of plan reporting, however an effective evaluation of those providing advisory services to retirement plans has proved elusive. This session will walk attendees through a simple questionnaire they can use to document the evaluation of a current or prospective advisor. In addition, we will review a sample RFP document that is widely used to evaluate advisory firms. The goal is for all attendees to walk away with an actionable solution they can implement quickly.

Participants in the live ‪‎webinar‬ will earn (1) ‪HRCI‬ general re-certification credit or (1) ‪SHRM‬ re-certification credit.


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