The recordkeeper RFP process is among the most daunting tasks a public sector DC plan administrator can undertake. In this Connect Conversation, AndCo consultant and NAGDCA Industry Committee member Jacob Peacock joins NAGDCA Executive Director Matt Petersen to discuss the process from start to finish. Jacob discusses where to start, what to expect during the process, common pitfalls, and what to think about if you select a new service provider.

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  • August 25, 2022 Create Date
  • August 31, 2023 Last Updated
Recordkeeping RFP Process