easypeasyRFP · Step 0

Choose your RFP type

Select the type of service provider you want to compare. Steps 1 through 5 are the same for each RFP type.

View RFP progress

RFP type Plan advisor Compare retirement plan advisors on fiduciary support, investments, participant services, and vendor oversight. Recordkeeper / plan administration Compare recordkeepers and third-party administrators on plan administration, compliance support, technology, and fees. Payroll Compare payroll providers on data integration, contribution remittance, reporting, and ongoing service.

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