FREE CHECKLIST · FOR PLAN SPONSORS
Provider Evaluation Checklist
A consistent worksheet for comparing retirement plan providers with the same questions and keeping the evaluation documented in writing.
WHAT'S INSIDE
A consistent way to compare providers.
- Provider screening questions for building a focused shortlist.
- A full provider questionnaire for a more detailed review.
- Plan performance, services, provider management, employee education, compliance, investments, fees, and benchmarking.
- Fiduciary and governance support, participant outcomes, cybersecurity and data privacy, transition, references, and responsible investing.
- Dropdown answer options that keep responses consistent and written documentation easy to compare.
This is a general comparison tool, not legal or tax advice. Discuss the results with your committee and your legal and tax advisors.
GET THE CHECKLIST
Download the checklist.
Provider Evaluation Checklist
Enter your details and the checklist will be ready to download.
A DOCUMENTED REVIEW
Bring the questions into the room.
Review the completed worksheet with your committee and your legal and tax advisors before making provider or plan changes.