Responding to an RFP tool
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Responding to an RFP tool

3 years ago · 354.4 KB Download

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This non-authoritative EBPAQC tool assists firms in responding to a Request for Proposal (RFP) to provide employee benefit plan audit services. It provides tips for gathering adequate information to prepare an effective proposal for the best chance for a successful outcome and avoid submission of a proposal that does not impress the potential client. It also helps you identify entities you do not want as clients. This tool discusses:

  • The entire proposal process, including receiving the RFP

  • Initial assessment

  • Preliminary investigation

  • Reassessment

  • Drafting the proposal

  • Presenting the proposal

  • Follow-up

The tool also provides tips for developing an EBP engagement proposal.

Download the Download the EBPAQC Responding to an RFP

File name: plan-sponsor-guidelines-responding-to-an-rfp.pdf

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