Vendor Search & Comparison

We see many plans that have been with the same provider for years and years, despite the fact that the number of plan participants and assets may have grown substantially. It is a critical fiduciary responsibility to periodically compare the current plan provider with other providers in the marketplace.  Our firm will analyze your current vendor's fees and services and compare them to other providers.  Area's evaluated are fees, administration, recordkeeping, customer service, participant deliverables and investment platform. The full analysis is documented for your fiduciary file.