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Guest tracyzimmer
Posted

I am new to the retirement plan market. Is there any online resources like serch401k.com only for 403(B) plans?? It would be nice to be able to put together an RFP and see which companies would be the best fit without having to call 30 different providers.

Any help would be appreciated.

Posted

The only suggestion that I can make is for you to select a few of your local public sector entities who have 403(B) plans then call the head of their Benefits Dept and ask for a copy of the RFP that they used. You might have to send a written resuest, but they will give you a copy under your state's public record disclosure law.

George D. Burns

Cost Reduction Strategies

Burns and Associates, Inc

www.costreductionstrategies.com(under construction)

www.employeebenefitsstrategies.com(under construction)

  • 1 month later...
Guest STLGiant
Posted

Tracy:

If you are still interested I may be able to provide some that I've come across. Send me an email.

STLGiant

  • 2 weeks later...
Guest Tom Geraghty
Posted

Check with similiar organizations to yours and ask their experience in searches for new providers. Typically, I run across 3 mutual fund companies and about 4 insurance company's.

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