Getting hired as a plan sponsor'sadvisor comes down to fit — it's one part meeting a plan sponsor'sscorecard, one part effective communication, and one part gutinstinct on the part of the committee. (Photo:Shutterstock)

Plan advisors are finding that more and more plan sponsors areusing requests for proposals (RFPs). It's a trend that's here tostay.

RFPs offer an opportunity for plan advisors to show sponsors howgreat they are. But there are certain things advisors need to knowup front to avoid making some big mistakes.

Continue Reading for Free

Register and gain access to:

  • 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
NOT FOR REPRINT

© 2024 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.

C.J. Marwitz

C.J. Marwitz is a writer and editor.

Advisor Sales Strategies
Defined Contribution
Retirement