One of your most important jobs as an employee benefits financial professional is helping clients choose a new retirement plan service provider. It can be a complex undertaking—part art, part science.
However, the process offers a great opportunity to build on your relationship with your clients, further understand their needs and help them—and their participants—make the most of this valuable benefit.
A standard RFP is a place to start—not finish
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
