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Easy RFP
Easily compare retirement plan providers
Fulfilling your responsibility to select and monitor service providers for your retirement plan can seem daunting, but it’s an important step to ensure you are doing what’s best for your company and employees. According to the Department of Labor, retirement plan administrators collect requests for proposals (RFPs) from service providers at least once every three to five years to compare their services and fees.*
We are here to guide you through every step of this process. With Easy RFP, here’s what to expect:
Complete the form below to get started. Next, we will email you and your committee members a short survey to rate your priorities for retirement plan services. After you have submitted the survey, we will send RFPs to the providers you have chosen. When we receive their replies, we will create a scorecard comparing the candidates based on your priorities so you can choose a provider that best fits your needs.
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Plan provider 101
Watch this video for tips and tools to help you select and monitor retirement plan providers.
Easy RFP
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Insurance products are not deposits, not an obligation of and not guaranteed by Mountain America Credit Union. Insurance products are not protected by the NCUA, may be subject to risk and, in the case of life insurance, may go down in value. Any insurance required as a condition of an extension of credit need not be purchased from the credit union and may be purchased from an agent or insurance company of the member's choice. Insurance products are not exclusive to Mountain America Credit Union members. Business conducted with Mountain America Insurance Services, LLC is separate and distinct from any business conducted with the credit union. Mountain America Insurance Services, LLC is a subsidiary of Mountain America Credit Union.
