RFP/Benchmarking
ERISA requirements demand a great deal from plan sponsors. At a minimum, you must benchmark your fees and services to the competitive marketplace. As you know, few plan sponsors can do this alone. Most seek out the support of consultants whose primary focus is fiduciary protection. That means total fee, service and investment analysis.
Retirement Plan Advisory Group offers a deep specialty in RFP/vendor search and fee benchmarking that dials you into a clearer perspective on your complete plan. As a result, you and your advisor make decisions with confidence.
- Thorough, Streamlined Process-from data gathering to spreadsheeting to finalist presentation
- Integrated Report includes 350+ Data Points
- Complete Total Cost Analysis, Including Revenue Sharing
- Integrated Investment Platform Rankings for Clearer Analysis