How to Run a Request for Proposal (RFP) for Your 401K
Properly maintaining the company 401K can be a monumental task for the plan sponsor. Following these simple steps should make your job much easier. To begin with, a Request for Proposal (RFP) should be done every three years in order to ensure that your current plan is both competitive and the platform is up to date given the current 401K landscape. The RFP process should describe the company’s objectives; help answer any questions and set expectations for the candidate vendors. This process lays the foundation to help identify the best 401(k) provider for your business and its employees.
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