Broker Check

Are We Getting Value For Our Cost?

Our step-by-step vendor search and selection process helps ensure that you are getting value for the investment you make in a retirement program. We begin by meeting with your committee to clarify goals and objectives. Then, we recommend a list of vendors we believe are qualified for the job, and develop a Request for Proposal (RFP). Once the RFP has been delivered to vendors, we manage the process, including vendor inquiries. When all responses have been gathered, we present them to the committee using a comparative report that details their capabilities, their fees, and any other pertinent information, along with our recommendation for finalists.

Once the committee chooses finalists, we interview the candidates, visit their site, and make our ultimate recommendation for your new vendor. With the vendor in place, we also provide ongoing support for the implementation and transition.