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Scoring - Review Key Objectives
Section 2; 0-5 points per question. Review RFP response and assign points on how the prospective vendor
makes you feel confident in Knowledge, Skill & Agility.
Section 2: Verifiable Knowledge, Skill & Ability
Investment Monitoring
Plan Design
Legal/Compliance
Governence/Fiduciary Support
Pricing
Service
TOTAL SCORE
AlliantRetirementConsulting.com | For Informational Purposes Only. Not intended as Legal or Tax advice. Advisory Services offered through Alliant Retirement Consulting, a federally Registered Investment Advisor.
