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The focus of this paper is to provide an outline of best practices a Plan Sponsor can utilize to undertake a Request for Proposal (RFP) process for 457(b), 401(a), 403(b),  grandfathered 401(k), or any combination thereof. The information outlined in this document will apply to Plan Sponsors of all sizes; from the smaller end of the market (sub-$20M in plan assets) to jumbo with assets in excess of $1 billion.

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  • 932.49 KB File Size
  • September 12, 2015 Create Date
  • January 8, 2020 Last Updated
The RFP Process...Checks and Balances