The Nuances of Conducting a Robust RFP
If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.
If done properly, a request for proposals can help sponsors stay on par with the most advanced services available in the marketplace at competitive rates.
The new platform claims to reduce ‘months into minutes’ for RFIs and RFPs.
The back-office support program provides investment monitoring reports and generates RFPs, among other capabilities.
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.