RFPS For:
401(k), 403(b), pension and E&F advisors
ocio Managers
recordkeepers
Pooled Employer Plans (PEP)
benefit brokers
dol cybersecurity Audits
actuarial Evaluations
Not enough hours in the day to get it all done and manage the rfp process?
what we do…
Let Culpepper RFP take managing the RFP process for your 401(K), 403(b) pension advisor, ocio manager, recordkeeper, cybersecurity audit and e&f service provider off of your plate
Culpepper RFP delivers an independent third-party RFP evaluation process. Our clients feel protected in their responsibilities for the RFP evaluation process through our detailed, documented, and timely process.
Our process is free from potential conflicts of interest while reducing valuable executive time to complete detailed evaluations.
Our clients include ERISA attorneys, E&F portfolio owners including CFOs, HR professionals, and investment committees.
How Culpepper RFP Can Help
-
Fee & Service Audit
We assist clients in evaluating if going to RFP is even necessary
-
RFI Evaluation
We gather market services and fee information
-
RFP Evaluations
Detailed search and evaluations
A little bit about Culpepper RFP…
Culpepper RFP, LLC acts as an independent third party to complete RFP evaluations for 401(k), 403(b), pension, and E&F portfolios + more. We are on the front lines of the new DOL cybersecurity guidelines in assisting plan sponsors utilizing an RFP process to select a company to complete a DOL cybersecurity audit.
“The investment committee was extremely pleased with the process, results, and education supplied to the Committee. I highly recommend Culpepper RFP to other organizations for similar assignments.”
— VP Finance
RFP Evaluations, DOL cybersecurity consultant evaluations
Creating a plan that works for you
Schedule a complimentary strategy session to see how Culpepper RFP can help take the compliance and RFP stress off of your plate.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purpose of any specific securities, product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified advisor, tax professional, or attorney before implementing any strategy or recommendation discussed here.