You’ve decided it is time to conduct a full recordkeeping vendor search, and you know it can be a detail-laden, time-intensive process that takes up to six months to complete. Where do you begin? How to you start to plan for all the work ahead of your team?
First, you need to understand that a request for proposal process typically involves three phases. Second, you need to create a timeline to follow through the three stages. At Multnomah Group, we have created a vendor search timeline we use when conducting searches on behalf of our clients.
Download our search timeline guidelines by filling out the form to the right.