ADvisor Rfp Evaluations

Solving problems before they happen.

Advisor RFP Evaluations

The need for an independent third party evaluation of 401(k), 403 (b), pension and e&F advisors has never been greater. Due to litigation, DOL reasonableness of plan fees or a new committee member, investment teams are under pressure to ensure fees and services are competitive.

WE PROVIDE UNBIASED RFP EVALUATIONS FOR THE FOLLOWING AREAS:

401(k) and 403(b) RFP Evaluations:

  • 401(k) & 403(b)Recordkeepers 

  • Investment Advisors-3(21) & 3(38)

  • TPA

  • Investment managers

  • DOL Cybersecurity Evaluations

Pension RFP Evaluations Include:

  • Pension Investment Advisors

  • OCIO managers

  • Custodians

  • Investment managers

  • Actuarial

We Also Provide RFP Evaluations For:

  • Benefit Brokers

  • E&F Advisors

RFP SERVICES INCLUDE BUT ARE NOT LIMITED TO:

1.  Identification of the best providers based on your size, location, and required   services

2.  Writing of RFP and management of RFP evaluation process

3.  Organization of suggested evaluation criteria

4.  All interaction with providers during the evaluation period

5.  Organization and presentation to a client on RFP results and summary of results

6.  Organization of finalist presentations and agenda

7.  Management of references from requested providers

8.  Final fee negotiation of the selected firm

FIND OUT HOW CULPEPPER RFP, LLC CAN HELP YOU OUTSOURCE YOUR RFP PROCESS

Who do we help?

Over 95% of our clients are referrals from clients, ERISA law firms or other service providers. We are contacted by HR, Finance, Executive Directors, and Investment Committee members. Many potential clients come due to actual service provider concerns and some just want a third party to look over their shoulder.

“The plan committee was extremely pleased with the advice provided to the committee and the results of the project. working with the culpepper Group streamlined the process for our team and helped us achieve our goals in an efficient and thorough process. we highly recommend the Culpepper group to other organizations for similar assignments”

— Director of Human Resources