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Outsourcing Your Employee Benefit Plan RFP Process to an ERISA Independent Fiduciary

Why You Should Outsource Your Employee Benefit Plan RFP Process to an ERISA Independent Fiduciary Did you know the US Department of Labor requires you to run a Request For Proposal (RFP) for service providers every 3-4 years? There are two main reasons why the DOL wants an RFP for service providers

Ben Kropkof2024-10-16T12:38:57-07:00May 14th, 2024|ERISA, Featured|

The Anatomy of a Successful ESOP Deal

The Anatomy of a Successful ESOP Deal Not all ESOP transactions are created equally. Join our panel of four leading ESOP advisors and learn about the team, process, and steps necessary to improve deal outcomes and increase the likelihood of a successful transaction. In this one hour session, we'll discuss:

ERISA Advisory Group2024-10-16T12:41:38-07:00March 16th, 2022|ESOP, Featured|