COURSE PRESENTATION DECKS & RFP GUIDE

ARP Course Presentations

Retirement Plan Basics – Course 101

Fiduciary Responsibility & Compliance – Course 201

Setting Up A Plan – Course 301

Association Retirement Plans (ARPs) RFP Guide

SPARK has developed a tool to prepare and evaluate Request for Proposal (RFP) for ARPs, a special type of defined contribution (DC) plan, and to assist associations, advisors/consultants and plan sponsors in this important task.

Use of this tool is completely voluntary, though we encourage widespread use to enable service providers to prepare consistent responses, resulting in reduced response time and improved evaluations. Our comprehensive guide simplifies the service provider selection process and makes it more effective. It may not be appropriate for every situation, however.

This guide is complimentary to use. It’s available as a Word document so you can modify, as necessary, to fit your particular needs.

RFP Guide – PDF

RFP Guide – Word