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The Resource for the Global Finance Profession

Pensions & Benefits Management

RFP-ThumbThe Association for Financial Professionals (AFP) has created a Request for Proposal (RFP) template to help treasury and finance professionals evaluate 401(k) plan service providers. The RFP was developed in response to AFP member requests for guidance on selecting 401(k) plans. The RFP comes at a time when treasury’s role has expanded to include pensions and benefits and legislative and regulatory scrutiny over the investment of these funds has increased. As a result, treasury professionals are now being asked to join the 401(k) plan retirement committee and share in the fiduciary responsibility for the prudent management of the plan. The goal of the RFP is to assist plan sponsors in finding the 401(k) plan service provider that is best suited for their retirement plan.


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