"The advisor search protocol outlines a suggested process for retirement plan sponsors to select a professional retirement plan advisor, or to perform due diligence on their current advisor. The template advisor search RFP questionnaire is designed to help retirement plan sponsors select a professional retirement plan advisor, or to perform due diligence on their current advisor. The document covers all the elements of service typically available from Professional Retirement Plan Advisors, including investment services, participant services, provider services, fiduciary support, and compliance support. This customizable document includes 65 questions on five pages. The advisor RFP questionnaire will assist plan sponsors in complying with recent legislative regulations centered on fee / service benchmarking; it also provides a turnkey solution saving both time and resources for the plan sponsor relative to production of the questionnaire."

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