easypeasyRFP · Progress

RFP progress

New RFP request ·

Plan sponsor

1. Step 0 — Choose RFP type Active

   Choose whether you are seeking a plan advisor, recordkeeper / plan administration provider, or payroll provider.

   Choose RFP type

2. Step 1 — Sponsor request Waiting

   Waiting for RFP type selection.

3. Step 2 — Committee priorities Waiting

   Waiting for the plan sponsor to finish Step 1.

4. Step 3 — Advisor responses Waiting

   Waiting for committee priority rankings.

5. Step 4 — Committee grading Waiting

   Waiting for advisors RFP responses.

6. Step 5 — Scorecard Waiting

   Pending committee grading and scorecard calculation.

Continue Step 1