Getting hired as a plan sponsor’s advisor comes down to fit — it’s one part meeting a plan sponsor’s scorecard, one part effective communication, and one part gut instinct on the part of the committee. (Photo: Shutterstock)

Plan advisors are finding that more and more plan sponsors are using requests for proposals (RFPs). It’s a trend that’s here to stay.

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

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C.J. Marwitz

C.J. Marwitz is a writer and editor.

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