ERISA Plan Advisor Search Consulting

Taking the headache and confusion out of the RFP process.


Let’s face it, a 401(k) advisor search is about as enjoyable as finding a new cell phone plan, a new cable TV provider or even buying a new car. There comes a time when you know it’s necessary, but it’s easy to rationalize and procrastinate. But your fiduciary duty demands it, and an even better reason … you and your employees deserve it.

If you conduct an advisor search every 3 – 4 years as suggested by fiduciary best practices, you don’t exactly become an expert. It’s difficult to discern what is different among most top ERISA Advisors. Additionally, its even harder to evaluate cultural fit from an RFP process.

With over 25 years of experience in the financial services industry, we can help. At RFP 401k Advisor, we have the experience and can save you time. Our process is designed to find the right ERISA Advisor to fit your company and your culture. Plus, we will help you fulfill your fiduciary requirements as part of the process.

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