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.

The result? A comprehensive RFP template you can send directly to advisors you're evaluating. It'll help you establish a rigorous evaluation process and gather all the information you need to find the right low-fee advisor.

Complete the form above to get the RFP template, or click below to get in touch to find out if ForUsAll is the right low-cost advisor for you!

Download the 401(k) Advisor RFP Template:
 

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.

 

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.

Looking for better 401(k)?
ForUsAll leverages technology to lower fees, reduce liability, and automate day-to-day 401(k) administration. That means less work and risk at a fraction of the cost of traditional advisors. Talk to us today to learn more!
LEARN MORE