Request for Proposals and Fee Benchmarking

Looking for a new 401(k) provider or benchmarking your plan can be time consuming, cumbersome, and downright frustrating. Our experience and expertise can help give you an insider’s advantage by letting you in on our industry’s pricing secrets and by drawing from our powerful knowledge database where we store thousands of accurate data points on more than 40 different retirement plan vendors. We will shoulder the responsibility of a process-driven plan provider Request for Proposal (RFP), including collecting the quotes, negotiating better fees, spreadsheeting the data in a side-by-side comparison of vendors, and ultimately, recommending the most appropriate provider. Our entire process will give you confidence that you are measuring the suitability of plan fees, services, and investments with reasonable certainty. Armed with the right information, you’ll be able to either validate your decision to remain with an existing plan provider or uncover justifiable reasons to move to an alternate provider.

Core Components:

  • Recordkeeping
  • Technology Services
  • Employee Communication
  • Compliance
  • Investment Management
  • Total Plan Costs
  • Provider Compatibility


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