If I have a retirement plan advisor, am I satisfied with their services? Do we have a current Investment Policy Statement? Are my employees participating and actively preparing for retirement? Am I confident in the process used to evaluate, select, and monitor the inv...
RFP services, for no additional fee Deliver an online secure portal for important documents Quarterly investment reports A plan manager for daily administrative needs Comprehensive vendor review to ensure competitiveness of fees and services Create and maintain a fiduciary audit file and checklist to fulf...
Retirement Advisor Council Releases RFP Template.The article reports on a template request-for-proposal questionnaire for use by 401(k) and 403(b) plan sponsors who want to select an advisor released by the Retirement Advisor Council.EBSCO_bspFund Action...
What our clients say In our bid for a large technology and business process outsourcing engagement with a major US institutional retirement provider, we engaged Oculus as a strategic advisor. The overall RFP asked for a complete rearchitecting of the prospect’s operating model inclusive of a regu...