Retirement Plan Sponsors Client

Vendor Management

Your vendors are an important factor in the success of your plan. That’s why we devote so much attention and care to vendor selection. You can rely on us for vendor search, RFP management and vendor negotiations through the Provider EvaluationSM process, our proprietary plan fee and vendor service benchmarking toolkit.

When your search for a vendor results in a new service provider, our plan transition management services include:

  • Fund mapping strategies, recommendations, and project plans
  • Recordkeeping conversion project management services
  • Integration and investment mapping for an acquired company plan, pursuant to a corporate merger or acquisition

Ongoing Plan vendor management, including

  • Setting an annual client relationship plan
  • Vendor service and fee reviews and benchmarking
  • Vendor relationship management support and issue resolution