Sit back, relax, and join us for our webinar on how to conduct a foolproof retirement plan advisor request for proposal (RFP).
Click here to register for the webinar.
August 22, 2018 | 4:00 PM (EST) | 60 minutes
Whether you’re benchmarking your current advisor, requesting general information, or conducting a formal retirement plan advisor RFP, this webinar will help you understand and implement the fundamentals of a sound RFP process.
During this webinar, you’ll hear from CAPTRUST leadership as they cover best practices and discuss real case studies from their experience completing over 1,700 RFPs. You will gain valuable insight on tips and tricks around the preparation, implementation, and decision-making steps that go into completing an advisor RFP.