---
title: Recordkeeping RFPs Toolkit
description: Having the right tools can help a plan sponsor better understand how to conduct a successful recordkeeping RFP.
image: https://www.multnomahgroup.com/hubfs/Tooklkit_RFPs.png
---

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# Recordkeeping RFPs: How to Prepare, Review, and Evaluate Vendors

A plan sponsor toolkit

![recordkeeping rfp](https://www.multnomahgroup.com/hs-fs/hubfs/toolkit.png?width=443&name=toolkit.png)Recordkeepers are a critical partner in a successful 401(k) or 403(b) retirement plan and monitoring their services and fees is one of the most important duties of a fiduciary.

Periodic benchmarking can help keep a plan's fees in line with the marketplace but is not a replacement for a full vendor search process.

We also understand that recordkeeping RFPs are can feel complicated and overwhelming for plan sponsors.

 

For that reason, we have pulled together a toolkit of information for plan sponsors looking to conduct an RFP, but unsure where to start or what to do.

## Download our Recordkeeping RFP Toolkit

[Contact](https://www.multnomahgroup.com/about-us/contact-us) [(888) 559-0159](tel:8885590159) [1155 SW Morrison Street, Ste 501, Portland, OR 97205](https://www.google.com/maps/place/1155+SW+Morrison+St+Suite+501,+Portland,+OR+97205)

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