Tag Archives: Recordkeeper selection

Why Most Retirement Plan Advisor or Recordkeeper Searches Are Not Subject to the RFP Requirements of the Sponsoring City or District

By Jeff Chang Many cities and their retirement plan investment advisors believe that the city must periodically issue an RFP for defined contribution plan recordkeeping or investment advisory services in accordance with the city’s RFP policy or ordinance. Having reviewed … Continue reading

Posted in 401(a), 457(b) Plans, fiduciary, Plan Administration, Plan Administrator, record-keeping | Tagged , , | Comments Off on Why Most Retirement Plan Advisor or Recordkeeper Searches Are Not Subject to the RFP Requirements of the Sponsoring City or District