The Big, Bad Retirement Plan RFP
You know that it’s time to start “shopping” your retirement plan—the Department of Labor recommends doing so every three to five years—but you don't know how to begin. Fortunately there's no need to recreate the wheel: this presentation gives you step-by-step instructions for running a prudent and organized RFP for your retirement plan. Learn from others’ experiences and save time, money and your sanity.
Learning Objectives:
- How to draft a retirement plan RFP, and who to send it to and communicate with.
- Evaluating RFP responses and holding interviews.
- Guiding your committee through the decision-making process and making a final decision.
- What due diligence to document.
Jeanne J. Sutton
Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.