Free IGFOA Virtual Roundtable: 457(b) Plan Provider RFP Best Practices

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Time 12:00pm
Contact Illinois GFOA

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Event Description

Join Justin Pisellini and Joel Clousing of The 457 Consulting Group for an interactive discussion on why it is a best practice to issue an RFP for 457(b) provider services. Learn important questions to ask when building the RFP, best practice plan features to request in a proposal, how to identify red flags when updating an existing plan, what to expect when choosing a new provider, and how to handle market value adjustments and unexpected issuesFinally, George Danos, Champaign County Auditor, and Gary Szott, former Finance Director, Village of Bloomingdale, will share their experience on how they improved their plans through the RFP process. Spoiler Alert: One changed providers and one did not.  

This event is hosted by the Illinois GFOA. There is no cost to attend. When registering as a member or member colleague, please mark check if prompted to pay.


Registration & Cancellation Policy

Login credentials via GoToMeeting will be emailed to attendees for this event. If you have any questions regarding registration for this event, please email or call 630.942.6587.

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