Category: RFP

Important Considerations for the RFP Process (PLANSPONSOR)

Managing Partner Jim Scheinberg recently spoke with PlanSponsor on conducting service provider RFPs, and what small and large plans should consider throughout the process.…

RFP Academy: Treat It Like the SATs

Whether you’re issuing an RFP while conducting a search or you’re a service provider responding to one, go back to your high…

RFP Academy: Don’t Get Short-Changed By Your Short List

A common pitfall fiduciaries face when assembling their candidate pool for an RFP is to develop their short list based mostly on…

RFP Academy: Amateur Hour

Your RFP says a lot about you. If it’s not tight and thorough, many vendors will assume that you are not a…