You’re knee-deep in ERISA documentation, trying to manage a new RFP while doing five other things. The pressure is real, and the guidance out there? Confusing at best, contradicting at worst.

  1. You spend hours reading compliance articles that feel like they’re written for lawyers, not HR managers.
  2. You downloaded another generic RFP template, but it doesn’t match what your company actually needs.
  3. You tried asking consultants, only to get quoted fees your budget can’t touch.

No wonder it feels impossible. We’ve seen smart HR pros trapped in this loop because most solutions are bloated, outdated, or written by people who have never actually run an RFP. You’re not missing anything—you’re just missing the right tool. There’s a straightforward fix most tools ignore—we’ll show you.

erisa fiduciary services

Imagine managing RFPs without panic

Picture this: It’s Monday morning. You open your email, and instead of a firestorm, you’re calmly reviewing responses from well-aligned vendors. No last-minute scrambling. No second-guessing compliance.

You sip coffee while checking off compliance boxes with confidence—it finally makes sense.

You finish the week early and spend Friday focusing on employee engagement instead of ERISA research.

Your manager praises how ‘on top of things’ you are—and you actually feel that way too.

You’re no longer guessing. You’re leading with certainty.

Most guides focus on rules. We focused on you.

I used to think the answer was just “read more regulations.” Spoiler: that only made me feel more lost. The big realization? HR managers don’t need legal lectures—they need clear, tailored guidance. So we flipped the approach.

Instead of stuffing this guide with unreadable jargon and checklists, we built it to follow the flow of an actual RFP lifecycle—from someone who’s sat in your chair. That’s why it finally clicks where other guides confuse. That was our big aha—and it changed everything about how we help clients now.

Independent Fiduciary Advisor

Here’s the guide we wish someone had given us

We created the ERISA Advisory Group’s Free RFP Guide because we were tired of watching HR leaders struggle through broken processes with no support. This isn’t a lecture or a 100-page PDF pretending to ‘simplify’ things—it’s a practical companion built from real-world use.

After years consulting on ERISA strategy, we saw the same mistakes over and over. So we stripped it down, removed the fluff, and wrote this guide for people like you: smart, busy, and in need of clarity—not another headache. It’s free because we believe every HR pro deserves better than guesswork.

Confused by timelines? Our step-by-step outline shows exactly when and how to move forward—no ambiguity, no delays.
Not sure what to ask vendors? We include customizable sample questions based on common HR pain points, so you’re never stuck staring at a blank page.
Tired of jargon? Each section uses plain language and real-world examples to make complex topics finally make sense.
Worried about compliance gaps? We've highlighted key ERISA checklist items so you can spot red flags before they become issues.
Short on time? The guide takes less than an hour to review and saves you days of confusion later.

You don’t have to dread your next RFP

You’ve spent enough energy trying to decode ERISA and wrangle complex RFPs alone. This guide won’t just help you submit better proposals—it will give you back your time, sanity, and confidence. Use it to cut through the noise, simplify your workday, and connect with the kind of vendor support you actually deserve. The next move is simple—and free.