Request for proposal and the auditor evaluation process tool
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Request for proposal and the auditor evaluation process tool

3 years ago · 263 KB Download

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This EBPAC tool assists plan sponsors and other stakeholders in the proposal and evaluation process to obtain quality audit services for employee benefit plans. This tool addresses each step of the proposal and evaluation process. The tool:

  • Describes the request for proposal (RFP) contents

  • Contains a checklist of items that should be considered in preparing an RFP

  • Discusses the proposal evaluation and auditor selection process

  • Provides information about how to find an auditor.

This should be used for reference purposes, taking into consideration the individual plan sponsor’s needs.

Download the Plan Sponsor Guidelines Preparing An RFP

File name: plan-sponsor-guidelines-preparing-rfp.pdf

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