by Jeff Chang | Jan 20, 2021 | 401(a), 457(b) Plans, Fiduciary Duties, Plan Administration, Record Keeping
By Jeff Chang Many cities and their retirement plan investment advisors believe that the city must periodically issue an RFP for defined contribution plan recordkeeping or investment advisory services in accordance with the city’s RFP policy or ordinance. Having...
by Jeff Chang | Sep 25, 2020 | Fiduciary Duties, Investments, Plan Administration
By Jeff Chang Over the past several months, we have seen a number of public agency clients struggle through the process of evaluating and selecting a retirement plan adviser based only on generic questionnaires, a few phone calls, and an occasional video conference....
