(How) Have RFPs Been Revised?

Requests for proposal (RFP) and their “cousin” the RFI (request for information) have long been an integral part of fulfilling the obligation to ensure that the services rendered (and fees assessed) for a plan are reasonable.  This week we’d like to know what changes, if any, you’ve seen – and what changes you recommend.

Question Title

* 1. First off - how often do you recommend plans conduct an RFP, on average?

Question Title

* 2. Have you seen plans have more - or less - interest in doing full-blown RFPs during the pandemic?

Question Title

* 3. Are you finding that RFPs are including questions about diversity, equity and inclusion (DEI)?

Question Title

* 4. Are you finding that RFPs are including questions about corporate social responsibility (CSR)?

Question Title

* 5. Is there a question/area of an RFP that you most hone in on (besides fees)?

Question Title

* 6. Other comments about RFPs, how often RFPs are done, the pros/cons of RFPs versus RFIs, the trends in certain questions on RFPs, or life in general?

Question Title

* 7. What is your role working with retirement plans?

Question Title

* 8. What size plans do you PRIMARILY work with?

Question Title

* 9. Suggestions for future survey questions?

Question Title

* 10. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

( Privacy & Cookie Notice

T