COURSE PRESENTATION DECKS & RFP GUIDE
ARP Course Presentations
Regulatory Overview and Next Steps
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
