We have relationships with a variety of reputable vendors and will engage with vendors to help implement and achieve your plan goals. Vendor management involves a meticulous selection process that considers factors like cost, services offered, investment options, technology capabilities, resources for the plan and employees, and the provider's reputation.
Here's what we can help you with:
Vendor Due Diligence Process
Rigorous due diligence is critical to ensure providers meet regulatory compliance, have a strong financial standing, and possess the necessary knowledge to effectively manage retirement plans. This involves a Request for Proposal (RFP) comparison where we assess their track record and review their organizational structure.
Reach out to us now to learn more!