Setting Up a CAP

Guideline - Selecting service providers

The CAP plan sponsor is responsible for establishing criteria for the selection of service providers and for using these criteria to select any service providers it engages.

What selection criteria did you use to select Manulife Financial as your service provider?
(Check all that apply)

Include any other criteria you used in selecting Manulife or to select other service providers that you use for your CAP.

TIP - Keep any request for proposals or material received, from suppliers reviewed