401(k) RFP Template: Your Guide to Selecting the Best Retirement Plan Provider

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

Issuing an RFP to 401(k) providers is typically so labor-intensive that it can be hard to know where to begin. To make life easier, we compiled the top questions about fees, employee engagement features, and compliance hurdles to give you a head start and facilitate your due diligence.

The result? A comprehensive RFP template you can send directly to 401(k) providers. It'll help you establish a rigorous evaluation process and gather the insight needed to find the right 401(k) for your company.

Complete the form above to get the RFP template, or click below to learn about ForUsAll's low-cost 401(k)!

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Download the 401(k) Provider RFP Template:


Use the free 401(k) RFP template to facilitate your due diligence and select the best retirement plan provider for your employees!


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.