Your Guide to Smarter RFP Decisions for Health & Welfare Plans
Managing an RFP process can feel overwhelming, especially when you’re juggling multiple priorities and trying to ensure the best outcomes for your employees. You’re not alone – most HR leaders and business owners face the same challenges when navigating the complex world of health and welfare plan procurement.
Common RFP Challenges You Might Be Facing
Perfect for: HR Directors, Benefits Managers, Business Owners, and anyone responsible for managing health and welfare plan RFPs who want practical guidance and proven strategies for better outcomes.
Meet Your Expert Host
William Kropkof, CEBS – President & Founder, ERISA Advisory Group
Bill founded the ERISA Advisory Group in 1995 after serving as a Department of Labour Investigator for 7 years, giving him a unique perspective from both sides of ERISA compliance. His experience includes conducting dozens of DOL audits, participating in federal court cases, and helping organisations save over $38.7 million in potential fines, penalties, and recoveries for plan participants and beneficiaries.
Bill’s Expertise:
- Certified Employee Benefits Specialist (CEBS) with over 30 years of ERISA compliance experience
- Former US DOL/EBSA Investigator with insider knowledge of audit processes
- Independent Fiduciary for over 200 ESOP transactions and hundreds of health & welfare plans
- Expert witness in federal court cases involving ERISA compliance
- Recognised industry expert who has helped business owners build goal-oriented, ERISA-compliant employee benefit and retirement plans
Why Bill’s Perspective Matters for Your RFP Process
Having investigated private employers suspected of ERISA non-compliance and issued hundreds of thousands of dollars in civil penalties, Bill understands exactly what regulators look for and how to structure RFPs that not only get you the best service providers but also keep you fully compliant with ERISA requirements.
Expert Guidance You Can Trust
Led by ERISA Advisory Group’s experienced fiduciaries who have helped hundreds of organisations navigate the complex RFP process whilst staying compliant and saving money.