RFPS For:
401(k), 403(b), pension, and endowment & foundation advisors
OCIO managers
Recordkeepers
Pooled Employer Plans (PEPs)
Benefits brokers
MHPAEA comparative analysis
DOL cybersecurity audits
Actuarial services
Running an RFP is time-consuming — and it’s hard to do well while you’re managing everything else.
what we do…
Culpepper RFP manages the RFP process for retirement plans, health & welfare plans, and endowments & foundations.
We provide an independent, third-party evaluation process that is detailed, documented, and timely —
helping you reduce executive time spent on vendor comparisons and protect the integrity of the evaluation.
Our process is designed to be free from provider conflicts of interest.
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
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Fee & Service Benchmarking
We help you determine whether an RFP is necessary — and how your current fees and services compare.
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RFI Evaluation
We gather market fee and service information in a structured way.
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RFP Evaluations
We run a detailed search and documented evaluation process
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 support plan sponsors in aligning vendor selection processes with DOL cybersecurity expectations, including RFP support for selecting a firm to perform a 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 call to see whether Culpepper RFP is a fit — and what level of evaluation makes sense for your situation.
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.