INVESTMENT ADVISOR RFP'S

The ERISA Advisor Evaluator™ (“EAE”) is a web-based Request for Proposal (“RFP”) system designed to assist consultants, attorneys, CPAs, and plan sponsors sort, evaluate, score, query, and select a plan or participant level advisor. The RFP system provides sample questions and the flexibility to create custom questions. The RFP is sent via email through the system. Advisors respond to the questions online. Responses are integrated into a single report for easy scoring before producing a final report to document the process.

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Request for Proposal Selection

RE-DEFINING THE RFP PROCESS

PlanTools' ERISA Advisor Evaluator automates the process for executing an RFP saving you precious time.

Background Review

Although optional, a rigorous qualification process should include vetting an Advisor’s financial and criminal history.

Unlimited Questions

We provide a list of over 300 targeted questions or create your own.

Upload Attachments

EAE accommodates attachments to questions when requesting a comprehensive response.


Paper Down

This is an automated cloud-based solution available on the web.

Scoring System

Score any or all responses from each participating advisor for each question to quantify your research.

Selection Notification

Sort, score, and select it is just that simple. Notify the candidate via EAE to complete the documentation process.

Would you like to execute a search through our database of participating Advisors?