Category: RFP

RFP Academy: Evaluate Your Full Lineup, Not Just the Starting Pitcher

When selecting the right service provider for the job, be sure to evaluate a candidate’s full service team line-up, not just their…

RFP Academy: Are Service Providers Playing Hard to Get?

Once you’ve organized your RFP process, finalized your set of well-thought out and specific questions, and issued the RFP out to candidates,…

RFP Academy: Time Warped

It’s astounding…time is fleeting…RFP madness can take its toll. Is your understanding about how much time it takes to run an RFP…

RFP Academy: To DIY, or Not to DIY? That is the Question.

Running an RFP is a robust process. As search consultants, we know first hand the commitment involved. Doing it yourself may seem…

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…