Monthly Archives: September 2025

Mastering the RFP Process: A Guide for HR Leaders, Trustees, and Business Decision-Makers

Running a Request for Proposal (RFP) process can feel daunting. With competing priorities, multiple stakeholders, and complex compliance requirements, it’s no wonder that many HR leaders and trustees approach RFPs with hesitation. But when executed well, the RFP is one of the most powerful tools you have for protecting your organization, ensuring fair vendor

2026-04-16T02:05:46-07:00September 25th, 2025|ESOP|

ERISA Compliance: Essential Guide for US Plan Sponsors 2025

​​The Employee Retirement Income Security Act, known as ERISA, was enacted in 1974 to provide foundational standards for managing employee benefit plans. Its purpose is simple but significant: to safeguard the benefits promised to employees by setting minimum requirements for how retirement and health plans are managed in the private sector. ERISA came about in

2026-04-16T02:05:55-07:00September 25th, 2025|ESOP|
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