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

Download the 401(k) RFP Template: A Guide to Select the Best 401(k) Provider

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!

Talk to us

Download the 401(k) Advisor RFP Template:

Use the free 401(k) RFP template to facilitate your due diligence and choose the best advisor for your retirement plan.


Curious what sets ForUsAll apart from traditional retirement plan advisors? Watch the video above.