FF5 #8 RFP Every 3 to 5 Years; Guidance or Not? episode artwork

EPISODE · May 3, 2024 · 5 MIN

FF5 #8 RFP Every 3 to 5 Years; Guidance or Not?

from Be More Than A Fiduciary

In this episode of Friday Fiduciary Five, Eric Dyson talks about RFPs and how frequent plan sponsors should conduct them and what language is used by the Department of Labor, as well as the source document for conducting RFPs and the suggested frequency.Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: [email protected] LinkedIn: https://www.linkedin.com/in/401kguy/ The information contained herein is general in nature and is provided solely for educational and informational purposes.It is not intended to provide a specific recommendation of any type of product or service discussed in this presentation or to provide any warranties, financial advice or legal advice.The specific facts and circumstance of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan specific circumstances.

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FF5 #8 RFP Every 3 to 5 Years; Guidance or Not?

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