Tag: RFP/RFI

Benefits | May 9th, 2014

Provider Websites Face Off in Corporate Insight Report

May 9, 2014 (PLANSPONSOR.com) – Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the...

Products | April 24th, 2014

InHub Introduces Fully Digital RFP

April 24, 2014 (PLANSPONSOR.com) – A new online portal from InHub LLC, a Securities and Exchange Commission-registered online investment adviser,...

Deals and People | January 22nd, 2014

PIMCO Appoints Leadership Team

January 22, 2014 (PLANSPONSOR.com) – PIMCO, an investment management firm, has appointed a new portfolio management and executive leadership team.

Administration | September 11th, 2013

Balancing Risk with Hedge Funds?

September 11, 2013 (PLANSPONSOR.com) – New research says institutions are looking to hedge funds for risk management and diversification.

Benefits | July 18th, 2013

PSNC 2013: Time for a Change

July 18, 2013 (PLANSPONSOR.com) – How do plan sponsors know when it is time for a change in plan providers?

Deals and People | April 24th, 2013

Ascensus Adds Three Regional VPs

April 24, 2013 (PLANSPONSOR.com) – Retirement plan provider Ascensus has added David Crotty, Brian Stubbs and Erik Whinery to its...

Benefits | January 8th, 2013

Most Recordkeeping RFPs to Benchmark Fees

January 8, 2012 (PLANSPONSOR.com) – Recordkeeper search activity is expected to increase; however, most requests for proposals (RFPs) will only...

Administration | November 14th, 2012

Effective Oversight of RFP Groups

November 14, 2012 (PLANSPONSOR.com) – Requests for Proposals (RFPs) are more than a calling card—they are an investment manager’s resume.

Benefits | November 5th, 2012

Issues Regarding the Selection of Service Providers

November 5, 2012 (PLANSPONSOR.com) – Retirement plan service providers should look at plan sponsors both as employers and business owners.

Products | October 24th, 2012

Paper Offers Best Practices for RK Search

October 24, 2012 (PLANSPONSOR.com) – Arnerich Massena has published “In Search of a Recordkeeper: Fiduciary Best Practices.”

Compliance | October 19th, 2012

Avoiding Audits Following Fee Disclosure

October 19, 2012 (PLANSPONSOR.com) – Following the final Department of Labor (DOL) 408(b)(2) and 404(a)(5) regulations, many providers and plan...

Products | October 5th, 2012

ExpertPlan Acquires Suncoast Pension and Benefits Group

October 5, 2012 (PLANSPONSOR.com) – ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc.,...

Administration | March 20th, 2012

Alternatives to Drive Investment Manager Search Activity

March 20, 2012 (PLANSPONSOR.com) - Private equity, hedge funds and real...

Administration | March 20th, 2012

Alternatives to Drive Investment Manager Search Activity

March 20, 2012 (PLANSPONSOR.com) - Private equity, hedge funds and real...

Benefits | February 7th, 2012

Study Finds Decreasing Number of Provider Changes

February 7, 2012 (PLANSPONSOR.com) – Retirement plan sponsors who conduct marketplace reviews with finals presentations are 55% more likely to...

Products | September 22nd, 2011

Wanted: Investment Partners for Multi-Asset Class Portfolio

September 22, 2011 (PLANSPONSOR.com) - The California Public Employees’ Retirement System (CalPERS) is looking for some “external...

Benefits | August 7th, 2011

Catching Up on PSNC 2011 Coverage

August 7, 2011 (PLANSPONSOR.com) - In June we held the sixth annual PLANSPONSOR National Conference.

Products | June 30th, 2011

New Version of Provider Search and Due Diligence Tool Launched

June 30, 2011 (PLANSPONSOR.com) – Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of...

Opinions | June 7th, 2011

IMHO: “Smoke” Signals

June 7, 2011 (PLANSPONSOR.com) - Plan sponsors spend a lot of time wondering – and worrying – about the “right”...

Opinions | May 4th, 2011

IMHO: The Enemy of the Good?

May 4, 2011 (PLANSPONSOR.com) - Over the past couple of years 401(k) evaluation service BrightScope has made...