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According to Fidelity Investments, nearly one-half of the more than 1,200 retirement plans it surveyed may have new recordkeepers soon. Fidelity reported that the lead executives who manage those plans intend to commission a request for proposal (“RFP”) project to search the market for a potentially new recordkeeping vendor. New issues confront employee benefit plan committees that modify the traditional content of retirement plan RFPs.
According to Fidelity Investments, nearly one-half of the more than 1,200 retirement plans it surveyed may have new recordkeepers soon.
Two significant developments force modernization of RFP best practices for recordkeeping vendor searches. Hear them explained in this podcast.
About our host
Ronald E. Hagan is chairman of Roland|Criss’ Risk Standards Committee. Ron has over 25 years of experience helping clients examine and improve their risk management practices for employee benefit plans qualified under the Employee Retirement Income Security Act of 1974. He is the engaging host of Roland|Criss’ weekly podcast and quarterly webinar series.
