Please join us! Thursday, December 5, 2019 4:00 p.m. - 7:00 p.m.215 Fremont Street, San Francisco Service provider RFP evaluation best practices Join us to hear valuable and practical insights from two deeply experienced sales executives: Byron Treichler, Fidelity Investments Frank Pyles, Regional Director, Vanguard Byron and Frank will share what plan sponsors and advisors should consider when conducting a change in service provider – from RFP content to prepping bidding vendors for finals meeting and how to conduct the process in order to select the ideal vendor for your retirement plans. Networking, hosted drinks & appetizers! Plan Sponsors Members and Prospective Members - Complimentary! Member Fee: $55.00 Non-member Fee: $95.00 Registration is required for all attendees Sponsored by:
Please join us!
Thursday, December 5, 2019 4:00 p.m. - 7:00 p.m.215 Fremont Street, San Francisco
Service provider RFP evaluation best practices
Join us to hear valuable and practical insights from two deeply experienced sales executives: Byron Treichler, Fidelity Investments Frank Pyles, Regional Director, Vanguard Byron and Frank will share what plan sponsors and advisors should consider when conducting a change in service provider – from RFP content to prepping bidding vendors for finals meeting and how to conduct the process in order to select the ideal vendor for your retirement plans.
Networking, hosted drinks & appetizers! Plan Sponsors Members and Prospective Members - Complimentary! Member Fee: $55.00 Non-member Fee: $95.00 Registration is required for all attendees
Sponsored by:
Please feel free to reach out to WP&BC with any questions.
Direct Questions To:
Frank McDonald, MBA, Chapter Administrator
info@wpbcsf.org
Address:
Western Pension and Benefits Council - San Francisco Chapter 1540 River Park Drive, Suite 211 Sacramento, CA 95815-4608 916-550-2608
