This template advisor search RFP questionnaire is designed to help 401(k) and 403(b) retirement plan sponsors select a professional retirement plan advisor. It can also be used to perform due diligence on a current advisor.
If you're unsure of what questions to ask when conducting an advisor search, this template provides questions that cover:
We provide this template in a Microsoft Word document so that it can be customized to remove or add questions specific to your unique organizational needs.
Please fill out the form below and the retirement plan advisor search questionnaire will be sent to you.
*Data as of 12/31/22