RFP 401k Advisor Blog
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RFP 401k Advisor are focused on serving the plan sponsor in their advisor search process, but they can also help ERISA advisors in their relationships with clients and prospective clients. The company also provides fiduciary plans and ERISA blog posts on the site to help individuals learn about these important financial topics in a way that is easy to understand.
RFP 401k Advisor Blog
1y ago
How Are You Paying for Your Financial Wellness Program? Are you creating an ERISA prohibited transaction? Workplace financial wellness programs are in high demand by ..read more
RFP 401k Advisor Blog
1y ago
For advisors and plan sponsors, I offer this question: “How is your Target Date Fund (TDF) education program?” Wait, what? Are you asking about our ..read more
RFP 401k Advisor Blog
1y ago
ERISA plan service providers have a duty to disclose conflicts of interest as well as potential conflicts of interest to plan sponsors in a manner ..read more
RFP 401k Advisor Blog
1y ago
What are you watching? I’m not talking about what’s on the television! I’m referring to your defined contribution plan Watch List. If your defined contribution ..read more
RFP 401k Advisor Blog
1y ago
As a plan fiduciary, are you willing to take a clever new idea that has yet to be tested and fully implement it as part ..read more