The Essential Guide for your Retirement Plan Advisor Search

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how_to_perform_a_retirement_plan_advisor_search_coverWhat's in this guide? 

This guide can help any employer, plan administrator, fiduciary, or Committee member involved with their organization's retirement plan by providing step-by-step instructions on how to perform a search to find the best advisor for their plan. Whether you've already begun the process or you're just figuring out if you need to consider other options, this guide will walk you through the various stages to find the right fit in an retirement advisor. It includes:

  • A checklist to help through every step of the advisor-search process
  • Step-by-step descriptions of each part of the process, such as:

o    Preparing and planning out your search 

o    Developing a Request-for Proposal

o    The engagement process with your new advisor

  • A free, sample RFP for download