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

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

Many plan sponsors decide to issue an RFP after realizing they could be paying less, but creating an RFP from scratch is a ton of work. To make life easier, we compiled the top questions about fees, employee engagement, and compliance hurdles to facilitate your due diligence when evaluating retirement plan advisors.

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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.