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.
As a 401(k) advisor, ForUsAll knows how to evaluate 401(k) providers. Watch the video to learn what sets ForUsAll apart from traditional advisors.
Curious how ForUsAll improves small and mid-sized businesses' retirement plans? Watch the video above to learn what sets us apart from from traditional advisors.