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RFPs & RFIs

Run recordkeeper searches and requests from the plan.

RFPs and RFIs are recorded on the plan they serve, whichever RFP tool or service you use. Each has its own MethodPlan template, so a full search and a lighter request get the steps they need.

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Two templates

A full RFP, or a lighter RFI.

The RFP template is the more robust of the two, with up to five recordkeepers tracked on a single RFP record. An RFI is a lighter request that usually needs fewer steps. Advisors can adjust individual steps in either.

Completed RFP record for the Acadia Group 401(k) Plan showing its Closed Out stage, outcome and five recordkeeper fields
Completed RFP for the Acadia Group 401(k) Plan.
Next step

See MethodPlan in action.

A live demo with the MethodPlan team.

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