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Request for Proposal (RFP) Management Services

USI Advisors can assist plan sponsors that are facing the daunting task of issuing an RFP. Through our streamlined, web-based RFP solution, USI Advisors' consultants can partner with you to manage the RFP process from start to finish. Our consultants will work closely with you to understand your objectives so as to tailor an RFP specific to your organization's goals.

By retaining USI Advisors, Inc. to conduct the search and evaluation elements of an RFP, the plan sponsor is assured to receive the following benefits:
  • Access to a wide array of national and regional respondents
  • Independent expert review detailing critical aspects of an unlimited number of responding firms
  • Fiduciary support to committee members through outsourcing critical elements of the screening process
By retaining USI Advisors to manage the RFP process, the plan sponsor no longer faces the daunting task of creating and issuing an RFP and wading through all the responses. Our RFP Management Services include:
  • Working with you to establish objectives for the RFP
  • Creating a project timeline for you and your Committee
  • Advertising your RFP through national publications
  • Utilizing a Web-based RFP Process - All materials consolidated and streamlined onto a CD
  • Evaluating Respondents
  • Documenting a scoring process
  • Establishing rankings among respondents
  • Recommending finalists and attending the finalist meetings
  • Assisting in contract negotiations
USI Advisors has been retained by corporate, hospital and municipal plans to manage the RFP process. Please contact us to experience our on-line RFP search demo.
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Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. 95 Glastonbury Blvd., Glastonbury, CT 06033 | 860.652.3239 USI Consulting Group is the affiliate company of both USI Advisors, Inc. and USI Securities, Inc.