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VIDEO: 6 Simple Steps You Need to Create a Successful RFP

Alex Assaley, AIF®

Alex Assaley, AIF®

February 3, 2017

Blog Post

Chances are at some point you will need to perform a retirement advisor request for proposal (RFP), so why not stay ahead of the game? 

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    Top Content

  • What Do Financial Designations Actually Mean? Kacy Reece
  • Should You Allow After-Tax Contributions in Your Plan? Alex Assaley, AIF®
  • Measuring ER Match and Contributions in a Recession Alex Assaley, AIF®
  • So You Failed Compliance Testing-Now What? Kacy Reece
  • What You Need to Know About SECURE 2.0 Kacy Reece

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    Authors

  • Alex Assaley, AIF®
  • Alp Atabek, AIF®
  • Elizabeth Rehbehn, CPFA
  • Jason Dahl, CFP®, CIMA®, CLTC
  • Jim Keenehan, AIF®, CPFA
  • Kacy Reece

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Form CRS: Client Relationship Summary

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MS, MT, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WA.

No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. FINRA/SIPC, a Registered Investment Advisor

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