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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
| 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.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
