Template Advisor Search RFP Request

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.)


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Institution of Higher Ed

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Endowment and Foundation




Case Studies

Advisor Search