Benchmark Report Request: In order to create a blind RFI we need to gather some basic data.

Name of City or District

How many 457 Plan Vendors does your agency offer?

Name of 457 Recordkeeper/s

You can select multiple if needed

Select or enter value

Would you like us to collect plan data directly from your vendor?

We can reach out to your 457 Record-keeper/s and request the annual performance review report and latest statement? These do not show any participant data but rather investment info. We request this by email and CC you to confirm authorization.

Select or enter value

If you would rather send us the Performance report and statement you may upload it directly here.

Drag and drop files here or

Name of authorized person or administrator for 457 plan/s*

Typically this is HR or the Finance Manager. Please let us know who to send report to once completed.

Completion Expectation

Please know that once we have the data it will normally take us two weeks to complete the report for your team. Please feel free to contact us if you have any questions or concerns or if you need it sooner.

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