Our Services

Recordkeeper or Rabbi Trust Search

Conduct a discovery session with plan sponsors to define Key Performance Indicators (KPI) and enable you to learn about the providers’ capabilities.

Develop a customized RFP or Fee Quote Request (FQR) in tandem with identifying providers to participate in the RFP/FQR process.

Deliver the RFP/FQR to the market and manage all interaction with bidders while performing interactive service assessments.

Analyze responses from bidders across key dimensions based on customized KPI criteria to select finalists using our proprietary analysis and scoring system.

Facilitate and run finalist presentations on-site at your corporate headquarters in tandem with securing the best and final offer from the bidders after the meetings.

Oversee a seamless conversion by acting as the plan sponsor proxy during the implementation process and ongoing plan administration.

Let us find a recordkeeper to best fit your needs.