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Execute a Foolproof Advisor RFP

When planning for an advisor request for proposal, plan sponsors are often faced with questions such as:

  • What are the right questions to ask?
  • Who do I include?
  • How do I know which advisor is right for our plan?
  • Will this process produce the desired outcome for our organization?

CAPTRUST presents a presentation on best practices and available resources to streamline the RFP process. Whether you are benchmarking your current advisor, requesting general information, or conducting a formal advisor RFP, this webinar recording will help you understand and implement the fundamentals of a sound RFP process. 

Click here to listen to the recording.

Other resources that may be helpful to learning more about executing a foolproof RFP include the following:

Five Tips for a Successful Advisor RFP Process

Conducting an Effective Advisor RFP Process: Best Practices for the Evaluation and Selection of Retirement Plan Advisors

Correct Size: Creating an RFP that addresses each sponsor’s individual needs
Plan Advisor Magazine

For more information on conducting an advisor RFP, contact Greg Middleton, CAPTRUST Senior Director at, 919.870.6822 or if you wish to include CAPTRUST in your search, please submit a request here.

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents over $189 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.



Upcoming Webinar! The Nonprofit Market Has Spoken

Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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