- Search portal
- Sample RFP Questions
- eRFP tool + virtual tips
- Committee collaboration
- Due diligence document
- Dedicated Concierge Team
The Plan Sponsor eRFP Concierge is an online technology and service helping retirement fiduciaries to efficiently and prudently issue an RFP (request for proposal).
Plan Sponsor eRFP Concierge is here to help plan fiduciaries ask the right questions, source the right candidates, document the process, and hire an expert. If you are looking for assistance with your retirement plan RFP we can help!
Fiduciary best practices says to conduct an retirement advisor RFP at least every four to five years or any time you are uncertain/unhappy about the competitiveness of your services.
“Documentation is critical to demonstrating a prudent due diligence process.”
CEO, ERISA SMART, Inc.
Former Department of Labor Investigator
Advisor Search Portal
Search for specialist, pre-vetted investment advisors to include in your RFP.
eRFP + Virtual Guidance
Bring your RFP online, and receive objective assistance from start to finish at varying levels to meet your needs and budget.
Sample RFP Questions
Pick and choose from best-practice RFP questions to save time and make the process more efficient.
Due Diligence Document
Receive a document that summarizes the entire due diligence process to maintain for your records.