Retirement Plan Search Services

Are you confused by the process of selecting plan service providers? You don't have to be.

The marketplace is full of retirement plan service providers – insurance companies, mutual fund companies, third party administrators, record keepers and investment advisers. Additionally, the fees of retirement plans change as plan assets grow and the number of participants change.

Selecting the best combination of service providers for your plan can be challenging. Don't you wish you could have help requesting proposals from these providers – and then organizing the responses in a manner that is easily understandable and comparable?

Understanding the services your plan is receiving and the fees you and your plan are paying is the essence of the due diligence process.