Template Advisor Search RFP Request

The template advisor search RFP questionnaire is designed to help retirement plan sponsors select a professional retirement plan advisor, or to perform due diligence on their current advisor. We recommend plan sponsors issue the Request For Proposal (RFP) in writing to one or several advisors that meet baseline criteria established by the retirement plan committee. Knowing no document meets the unique needs and characteristics of each plan, the Council produced the advisor search RFP document as a customizable template (Microsoft Word document.)

You will receive the Template Advisor Search RFP document by email after submitting the completed form below:

Template Advisor Search RFP Request
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