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401(k) RFP Template: Your Guide to Choosing the Best Retirement Plan Advisor

Time to make a change? Maybe switching your 401(k) provider or seeing if your current provider is still the best fit? An RFP is probably your best bet. But, creating an RFP from scratch is a ton of work. Good news - we've done the work for you. We have pulled together comprehensive criteria that will help you conduct an expertly rigorous selection process.Cut to the chase - Send this RFP Template to all the 401(k) providers you'd like to evaluate. It's a word doc, so you can add your own branding, and edit as you like. This template will help you gather the information you need to find the best provider for your company and employees.

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This material has been prepared for informational and educational purposes only and should not be construed as a recommendation by ForUsAll, Inc., its affiliates or employees (collectively, “ForUsAll”)  to activate a cryptocurrency window or invest in crypto.  Investing in crypto can be risky and investors must be able to afford to lose their entire investment.  You should consult with your own advisers before activating a cryptocurrency window or investing in crypto.  ForUsAll does not provide legal, tax, or accounting advice. Please refer to your Plan's fee disclosure for more details.© 2023 ForUsAll, Inc. All rights reserved.
1 Schwab 2022 401(k) Participant Study - Gen Z/Millenial Focus, October 2022.
2 As of 12/31/2022. Employees include both current employees and terminated participants with a balance.
3 "Morgan Stanley At Work: The Value of a Financial Advisor" Morgan Stanley, March 2022.
4 Sarah Britton was a client when she provided this testimonial through an independent third party review website. She received no compensation for her remarks. There are no known conflicts of interest in the provision of her comments related to the services provided.