PLANSPONSOR features insights from Innovest's Wendy Dominguez, Troy Jensen, and Jordan Rice

"Important Considerations for the RFP Process" a recently published article from PLANSPONSOR discusses conducting a request for proposal (RFP) and the details of selecting a defined contribution (DC) plan recordkeeper, detailed RFP questions, enhancing the plan with key services, and gauging prices and fees.

The article highlights the co-written white paper by Troy Jensen, Vice President, and Jordan Rice, Manager, and offers insights from both Jordan and Wendy Dominguez, President and Co-founder of Innovest. They discuss best practices for meeting plan participant needs, as well as compliance with fiduciary duties when conducting RFP's. Read the article.

Source: PLANSPONSOR
5-minute read.