What We Do

Here To Help The ERISA Community

How We Can Help

Ways We Can Help ERISA Advisors

One of the most challenging aspects of doing an ERISA Plan Advisor RFP is finding the right cultural fit. Yes, you want an advisor that is experienced, respected, and qualified. You need to ask some basic qualifying questions that are quantitative in nature. For example, total number of clients, number of plans, assets under management, average client load and similar questions. But asking questions that help identify the differences between specific ERISA advisors … now that’s a challenge.

In addition to being challenging, it is a big responsibility. Choosing a plan service provider is generally considered a fiduciary act. Adequate documentation is also a key part of the process. Simply retaining the RFP responses does not tell the whole story. You need to document the entire process.

rfp management
Have Questions?

Contact us today for more information on our ERISA advisor services

Let Us Help You Find The Right Advisor To Manage Your 401k

Don’t know where to start, no problem reach out today and we can help!


Speaking at client/prospective client seminars

For Advisors

Educate plan sponsors on ERISA 3(21) vs ERISA 3(38)

For Advisors
Provide Guidance

Provide guidance to plan sponsors and advisors regarding best communication to promote plan sponsor’s effective monitoring of the ERISA Advisor.

For Plan Sponsors
RFP Process

Assist you in more transparent communication in the RFP process

For Advisors
RFP Questions

Assist plan sponsors with a better RFP question set to help differentiate advisor services

For Advisors

Are You An ERISA Advisor Who Needs Assistance?

Click here for more information on our advisor services.