Request for Proposal
To provide you with the most accurate estimate for administration services that we can, we request
that you complete as much of the information below as possible.
Requests for proposal are normally responded to within one business day.
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ERISA Accounts are available in all of DRS’ recordkeeping programs!
DRS can arrange to have the Plan’s custodian recapture 12b-1 commissions that would normally be paid to a broker/dealer and credit them to an ERISA account in the Plan. The Plan Sponsor can authorize the ERISA Account credits to be used to pay a fee-based advisor, pay plan expenses (administration, recordkeeping, auditor, etc.) or rebate them back to plan participants.
To learn more about ERISA Accounts, please call (877) 910-3775 and ask to speak with a DRS Sales Representative.