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Plan Sponsor eRFP Concierge

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!

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Importance of an RFP
The Department of Labor is very critical of how Plan Sponsors select and monitor service providers and how those decisions are documented. An RFP is one of the most prudent methods for plan fiduciaries to monitor fees, compare services and document the selection process.

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.

Common Challenges:

  • Unsure What Questions to Ask
  • Unsure of Qualified Candidates to Invite
  • Difficult to Compare Proposals Apples-to-Apples
  • Inefficient, Time Consuming, and Manual Process
Documentation is critical to demonstrating a prudent due diligence process.”


David Donaldson

Former Department of Labor Investigator

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Benefits of eRFP
Save Time + Money
Speed up the process, every step of the way.
Easy to Use + Flexible

The website is intuitive, simple and well-designed. Customize the system to your needs

Reduce Risk + Improve Results
A quality, well run RFP can and will make a huge difference in the outcome and help you to fulfill your fiduciary responsibilities.
Plan Options:
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