Vendor Analysis

We see many plans that have been with the same provider for years disregarding the fact that the plan participants and assets may have grown substantially. It is a critical fiduciary responsibility to periodically compare the current plan provider with other providers in the marketplace. Our firm will provide a vendor analysis and comparison when warranted, but the review process is ongoing. Our surveys and research cover market sentiment from more than 3,000 plans, 100 providers, 80+ Record-Keepers and $3 trillion in assets. We recommend a formal analysis every 3 years.