
How to Run a Smarter 401(k) Adviser Search: Start With the Right RFI
Most retirement plan committees approach an adviser search the same way: they jump straight into a formal Request for Proposal (RFP), distribute a lengthy questionnaire,
This is the problem we’re focused on solving. The good news is that it can be solved!
If any of this resonates—if you’re nodding along or feeling the same frustrations—you’re not alone. And you’re not stuck.
Join us for our live webinar, ‘What’s Your Problem, 401(k)?’
We’ll unpack the root issues holding plans back in more detail and share practical, actionable steps employers can take to drive real retirement readiness for your employees
Being selected to serve on your company’s retirement fiduciary committee can inspire plenty of emotions. On one hand, it’s an honor to know that your colleagues trust you enough to make important decisions about their financial future. On the other hand, it can also be a bit nerve-wracking.
If you find yourself struggling with lingering doubts about whether you’re in over your head, then rest assured. You’re not alone. Rewarding Retirement has helped countless people in the same situation.

Most retirement plan committees approach an adviser search the same way: they jump straight into a formal Request for Proposal (RFP), distribute a lengthy questionnaire,

In this article, we will review the distinction between fee-only and fee-based compensation advisers. While similar in name, we believe the differences can impact trust, transparency, and accountability—the pillars of strong fiduciary oversight.

This article focuses on the right KPIs fiduciaries should adopt to determine whether the party responsible is progressing toward the goal of getting employees on track for retirement.
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