Jump to content
Sign in to follow this  
pab

Wanted: 403b Vendor Criteria

Recommended Posts

My school district is in the midst of a 403b RFP process. A single vendor will be selcted. Please help with the following concerns: 1) What significant questions should a potential vendor be asked, and 2) what criteria should be established to help determine which vendor would be the best for our employees- of which I am one. Any suggestions will be appreciated.

Share this post


Link to post
Share on other sites

Good day PAB,

This is a link for you that might assist in your questions:

 

http://www.advisorsquare.com/advisors/schultzcollins/82713132.pdf

 

It has helped me in the defining the RFP process and has probably too much information than what you require but you'll have to be the judge on that.

You must have Adobe acrobate to view the pdf file but it's widely available by going to www.adobe.com

(This is not an advertisement)

Respectfully,

Warren P.

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Loading...
Sign in to follow this  

×
×
  • Create New...