The Compensation & Benefits Association of San Diego welcomed Ryan Cunningham, CAIA, to speak at its dinner meeting on September 28. Ryan presented “Vendor Selection and Management: Retirement Services,” which addressed an overview of the changing vendor landscape and reviewed best practices for recordkeeper searches and ongoing management of a vendor relationship.
“A recordkeeper relationship is a significant commitment,” Mr. Cunningham notes, “and finding the best fit is crucial for your organization and your participants.” In the presentation, he answered questions like:
- How can you find the best provider to fit your needs?
- How can you negotiate the best price?
- How often should you go to bid?
- What should an RFP process look like?
For more information about the Compensation & Benefits Association of San Diego, visit http://www.cbasd.org/