One of your most important jobs as an employee benefitsfinancial professional is helping clients choose a new retirementplan service provider. It can be a complex undertaking—part art,part science.
However, the process offers a great opportunity to build on yourrelationship with your clients, further understand their needs andhelp them—and their participants—make the most of this valuablebenefit.
A standard RFP is a place to start—notfinish
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