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Finding 'Best Fit' in a Retirement Plan Provider through the RFP Process (PDF)
Harry Koolen and Jim Reed ![]() [Opinion] Apr. 20, 2006
Excerpt: No one in their right mind would buy a house on the internet; yet this is essentially what many plan sponsors are doing when they select a plan provider on the basis of data that has been dumped into a spreadsheet.... Rather than relying upon purely quantitative comparisons of data from competing proposals, plan sponsors should base their final decision on a more balanced set of factors that can help them achieve 'best fit' with a prospective provider.
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