Vendor Evaluation

Overwhelmed by the thought of evaluating and benchmarking your vendors for plan administration, record keeping, and investment options?  You're not alone, as this can be a daunting task that consumes time and can generate more confusion than clarity.  Rely on us for thorough review of the factors that impact your vendor satisfaction and their ability to bring positive results for your plan participants.

There are many product options available for your consideration, but not all of them are a good fit for your plan.  Our independent review produces actionable output in key decision areas – fee transparency, revenue sharing, proprietary fund requirements, service staffing model, and so on – to help you determine whether the fees associated with your plan are reasonable for the services provided, which is a basic fiduciary duty.