Actuarial Rfp Evaluations
Solving problems before they happen.
Actuarial RFP Evaluations
Plan sponsors with pension plans, typically have long standing relationships with actuaries. If these services are being paid from the trust, the sponsor has a fiduciary obligation to periodically compare services and fees in the market.
Why Wait?
Just like other service provider categories, actuarial firms have been consolidating to drive efficiency up and costs down. Core and non-core services should be compared in an evaluation.
There are very few independent firms that offer this level of expertise. Culpepper RFP is an independent third party that is here to assist you in the evaluation process.
“As we moved towards a plan termination, we were surprised with a change in our funded status. We needed help to investigate other options.”
— CFO