Vendor Search & Plan Benchmarking

With us as your partner, you can choose from the universe of mutual funds—free from proprietary vendor or product pressures and conflicts of interest. We will help you select the mutual funds 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