As participant needs from their deferred compensation plan change, the technological capabilities of the recordkeepers in the marketplace have been evolving rapidly. This panel will provide an overview of the best practices that governmental plan sponsors can implement to generate the best possible outcome from their request for proposal (RFP). Learn about the real-world recent experiences that our panelists have witnessed recently and how these can help you in your own RFP.


  • Moderator: Jake O'Shaughnessy, SageView Advisory Group
  • Stephen Budinsky, RVK, Inc.
  • Robert Haverstrom, Corebridge Financial
  • Cindy Rehmeier, Missouri Deferred Compensation Plan

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  • 816.50 KB File Size
  • November 14, 2023 Create Date
  • January 16, 2024 Last Updated
RFP Best Practices for Governmental Plan Sponsors