Cetera Launches ‘My 401(K) Assistant’ Process Outsourcing
The back-office support program provides investment monitoring reports and generates RFPs, among other capabilities.
Tag: RFP
PANC 2018: Responding to RFPs
It has become more common for plans with upwards of $20 million in assets to go through a formal RFP process to find a new adviser, but it can be a cumbersome process to respond.