I'd appreciate some help, recommendations, etc. for developing a "request for proposal" to potential 401k plan vendors. We are looking for a "turn-key" vendor for our plan and wish to formalize the search process.

Kerry - if you're looking for some resources on what types of questions to ask (e.g. what does a company look for when questioning a potential 401k vendor for investment and TPA services) - I have some materials that might help. If you give me your fax number (e-mail me at jabbafest@earthlink.net) I would be happy to fax some info to you.

Kerry - Have you considered hiring a consultant/Broker to help you?

Check out the RFP prepared by SPARK. It's a nice starting point.

You can download (free) the RFP from the American Express Plan Sponsor
Website:

http://www.americanexpress.com/401k/sponso...nse/index.shtml

Also, if you need to contact SPARK directly:

SPARK Headquarters
8 Griffen Road North
Windsor, CT 06095
(860) 683-0336


[This message has been edited by LCARUSI (edited 11-05-98).]