Retirement Plan Advisor Search Protocol

This page provides resources to help retirement plan sponsors, endowments, and foundations conduct an investment advisor search.

The template advisor search RFP questionnaire is designed to help retirement plan sponsors, endowments, and foundations select a professional retirement plan advisor, or to perform due diligence on their current advisor. We recommend plan sponsors, endowments, and foundations issue the Request For Proposal (RFP) in writing to one or several advisors that meet baseline criteria established by the investment committee. Knowing no document meets the unique needs and characteristics of each organization, the Council produced the advisor search RFP document as a customizable template (Microsoft Word document.)

Please select the appropriate Template Advisor Search RFP Request from the links below

ADVISOR SEARCH PROTOCOL
SEARCH RATING TOOL
ADVISOR SIMPLIFIED SEARCH
ADVISOR STANDARD SEARCH
ADVISOR SEARCH 501(C)(3) FOUNDATION
ADVISOR SEARCH HIGHER ED INSTITUTE