Why are you Waiting for the problem to happen? …You know a friendly email from the DOL or a disgruntled committee member?
Let Culpepper RFP, LLC be your sherpa to guide you through the RFP process. With years of experience, we know where the blind spots are and know where potential mine fields are hiding. Waiting just keeps you up at night and that to-do list growing.
with our many years of institutional experience, we are able to help our clients in three areas:
Fee & service audits
RFI evaluations
RFP evaluations
Todays world has made it difficult for HR and finance teams to find the time to evaluate the providers for the retirement plans and E&F portfolios
Our Secret Sauce?
We have sat on all sides of the fiduciary table. With experience as an advisor, recordkeeper, investment manager and investment committee member we have a unique perspective. With decades of experience in helping clients evaluate and selecting service providers, we have seen the market evolution. We have no actual or potential conflicts of interest with any of the firms we evaluate.
About The managing partner of Culpepper RFP, LLC…
Jay Gepfert is the managing partner Culpepper RFP, LLC. Mr. Gepfert has spent more than 20 years providing retirement consulting and investment advisory services to plan sponsors of all sizes.
Prior to founding The Culpepper Companies, Mr. Gepfert was employed by Russell Investments, a leading international investment consulting organization. He has sat on all sides of the fiduciary table including record-keepers, investment managers, investment advisors, and plan sponsors. This 360-degree view allows him particular insights when evaluating and selecting vendors for his clients. Mr. Gepfert received his BA from Davidson College.
Mr. Gepfert has had a lifelong love and participation in sports including playing division one tennis at Davidson College.
After many years of coaching, he continues his passion for athletics as a woman’s fast-pitch softball umpire at all levels including collegiate.
Mr. Gepfert has served on numerous boards as well as contributed to many philanthropic endeavors and is currently enjoying volunteering as a wish grantor with the Connecticut Chapter of Make a Wish.
“ Working with culpepper rfp greatly streamlined the process for our team and helped us achieve our goals via an efficient and thorough process.”
— Manager of Benefits