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 2012 Retirement Confidence Survey
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including possible loss of the principal invested.
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