Save valuable time with this expert head-start

Time to make a change? Maybe switching your 401(k) provider or seeing if your current provider is still the best fit? An RFP is probably your best bet. But, creating an RFP from scratch is a ton of work.

Good news - we've done the work for you. We have pulled together comprehensive criteria that will help you conduct an expertly rigorous selection process.

Cut to the chase - Send this RFP Template to all the 401(k) providers you'd like to evaluate. It's a word doc, so you can add your own branding, and edit as you like. This template will help you gather the information you need to find the best provider for your company and employees.

Download Our Easy-to-Edit 401(k) RFP Template (MSWord)

As a 401(k) advisor, ForUsAll knows how to evaluate 401(k) providers. Watch the video to learn what sets ForUsAll apart from traditional advisors.


Curious how ForUsAll improves small and mid-sized businesses' retirement plans? Watch the video above to learn what sets us apart from from traditional advisors.

Looking for a better 401(k)?
ForUsAll leverages technology to lower fees, reduce liability, and automate day-to-day 401(k) administration. That means less work and risk at a fraction of the cost of traditional advisors. Talk to us today to learn more!