In addition to providing an RFP questionnaire to guide interested parties on the appropriate questions to ask about the different types of services that might be required, as well as the scope of services being requested, the guide also serves as a reminder that providing enough information about the plan itself to potential providers can be key to getting useful responses. A section offers guidance on generating the appropriate data.

Guides to the structure of the RFP document itself, the scheduling process and numerous other aspects of RFP generation provide readers with a comprehensive manual on creating an RFP; there is also a section for respondents who need to respond to an RFP to guide them through the process. Some sample document templates are also included.

Sections cover such topics as client services, recordkeeping/administration, regulatory services, plan sponsor reporting, participant experience and service, conversion, implementation, systems capabilities and hardware, cyber security, investments, trustee services, integrated plans and programs, references and expenses cover a wide range of information that sponsors will need and providers must offer in their responses. In addition, there's a guide to provider evaluation.