Recordkeeping Reference Check Questions RP 0073-15.docx

The PDF document is a reference check form from Sound Transit for a retirement program provider. It includes sections on the type of retirement plan, services received from the provider, satisfaction with the provider's support, history with the provider, client team interactions, access to tools and resources, reporting processes, quality controls, participant communications, fee transparency, and overall feedback about the provider. The form requests detailed information on various aspects of the relationship with the retirement program provider and asks for examples and feedback to assess the quality of service provided. The completed form is to be returned to Carlos Arias at Sound Transit by a specified deadline.