With us as your partner, you can choose from a virtually unlimited universe of providers—free from proprietary vendor or product pressures and conflicts of interest. We will help you select the provider that most appropriately fits the specific needs of your firm and your participants.
Managing vendor due diligence Our customized Request for Proposal (RFP) process includes:
Gathering data and pricing
Analyzing costs, services, and investment choices
Facilitating finalist meetings
Ongoing monitoring Once your plan is in place, you can expect:
Monitoring of participation levels and performance
Fee benchmarking and analysis against other vendors and plans
Guidance on areas of improvement
Your plan, and how you manage it, increasingly is falling under intense scrutiny—not only from participants, but also from the regulatory bodies that are responsible for protecting participants’ interests.
As your partner, we can share much of this fiduciary responsibility with you, and implement a disciplined process to better manage your fiduciary obligations.