The focus of this paper is to provide an outline of best practices a Plan Sponsor can utilize to undertake a Request for Proposal (RFP) process for 457(b), 401(a), 403(b), grandfathered 401(k), or any combination thereof. The information outlined in this document will apply to Plan Sponsors of all sizes; from the smaller end of the market (sub-$20M in plan assets) to jumbo with assets in excess of $1 billion.
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- September 12, 2015 Create Date
- January 8, 2020 Last Updated