How to Issue a Retirement Plan Request for Proposal (RFP)

Creating a prudent process to hire, document, & monitor your 401(k), 403(b), or DB plan

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Creating a successful and well-documented Request for Proposal (RFP) process is essential to prudent plan management and improving outcomes for employees and their organizations. In this course, you will learn what an RFP is and when to issue one, best practices & common pitfalls to avoid, and find helpful tools & resources along the way. You'll also have the opportunity to take advantage of an exclusive offer for InHub's RFP tool.

Agenda: Course Overview: Who Can Benefit:
  • What is an RFP + when to RFP
  • Common pitfalls + best practices when issuing an RFP
  • Tools + tech for your next retirement plan RFP
  • 30-45 minutes, learn at your own pace
  • Earn CE credit (HRCI, SHRM-PDC)
  • Complete course + quiz for certificate
  • Exclusive special access offer for InHub's RFP technology

  • Plan Sponsors/Employers
  • HR and Benefits Professionals
  • CFO and Finance Professionals
  • Wellness innovators & industry research enthusiasts
  • Financial Advisors & Retirement Specialists
  • Anyone looking for guidance on how to issue an RFP

Your Instructor

Ariana Amplo
Ariana Amplo

Ariana Amplo is the Founder of InHub.

Ariana began her career working as an Institutional Investment Consultant at Morgan Stanley/Graystone Consulting. In 2014 InHub was created to address the problem of 401(k) Plans and other institutional investors, evaluating their Advisors. The market lacked an easy way to prudently and efficiently

manage and streamline these important Request for Proposal (RFP) projects. InHub launched an MVP technology in 2014 which was later rebuilt for scale and recurring users. In 2018 the company quietly launched a Due Diligence Questionnaire (DDQ) solution, for research teams to better manager questionnaires being sent to investment strategies on a regular basis.

Although still in its early stages, InHub is the investment community's #1 RFP + DDQ management platform.

Ariana was the youngest person named to the Top 100 Most Influential in the 401(k) Industry list.

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