Viewpoints about Best practices for 401(k) RFP
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Best practices for your next 401(k) RFP to assess relationship management
Many of the questions that are asked in a recordkeeping request for proposal (RFP) haven’t changed much over the years. The next time you send out an RFP, consider new questions you might use to assess the value and service you can expect from your new recordkeeper and relationship manager.
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