Vendor Search

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



Vendor Search and Plan Fee Benchmarking

401(k) Benchmarking Survey (Deloitte)
The 2010 Retirement Confidence Survey
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This communication is strictly intended for individuals residing in the states of
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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