Vendor Comparative Analysis

Our advisors understand that a fiduciary review of your retirement plan programs is an essential step in ensuring your employees are receiving the best benefit plans available. So we offer this 6-step provider search and selection process to help ensure that your vendors are compatible with your company's objectives.

Step one:
Identify clients' unique characteristics and plan complexities

Step two:
Customize requests for proposal (RFP) document review of available vendors

Step three:
Identify specific vendors initially meeting clients' objectives, finalize RFP content, distribute RFP to identified vendors, manage the RFP response

Step four:
Gather responses, compile a formal presentation reviewing vendor responses and present the initial findings

Step five:
Facilitate finalist onsite presentations

Step six:
Coordinate final evaluation selection of vendor by client (or remain with current vendor); prepare management/engagement letter