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

A plan sponsor toolkit

recordkeeping rfpRecordkeepers 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