Fee Benchmarking and Vendor Selection

Do You Know Your Total Plan Cost?

We will make sure you know exactly what you’re paying and how those current costs and the services you are receiving compare with your peers and alternative solutions. We may simply negotiate lower fees, enhanced services or improved investment flexibility with your current vendor, or perhaps lead you through a search and transition process. We lead and support you throughout the vendor evaluation and selection process—from coordinating the initial proposal requests to the final analysis, then providing conversion management and administrative support.


Fee Benchmarking and Vendor Selection Services

  • Total Cost Analysis
  • Recordkeeping Cost and Structure
  • Service Differentiators
  • Investment Flexibility
  • Maximize Negotiating Leverage
  • Search and Transition Support