HOW TO FIND AN ADVISER THAT PROVIDES RESULTS FOR YOUR PLAN AND EMPLOYEES
Download PCI’s Customizable RFP Tool.
Use it to ask the right questions to find the adviser who can perform for you.
When you’re a retirement plan fiduciary, it can be daunting to start your search for a new service provider. You want to find an adviser to give you objective, measurable outcomes. You need confidence that they will deliver results for you and your employees.
Your first step may be to create a Request for Proposal (RFP). To help you select an adviser that performs, we have created this new, customizable template for you to download. You don’t even have to send your finished RFP to PCI, although we’d be happy to receive it. We simply want you to ask the right questions of every adviser you consider.