FAQs

WHAT SIZE PROJECTS ARE YOU ABLE TO TAKE?

We have formed a service and fee structure that works for any client.

HOW LARGE IS YOUR CYBERSECURITY/TECHNOLOGY TEAM?

The DOL cybersecurity RFP service is a new addition to our RFP evaluation services for plan sponsors in 2021. We started with two people but have quickly grown to 4 due to the immediate interest from plan sponsors and their legal advisors.

The four members on the team have more than 60 years of practical experience buying, selling, evaluating, and sourcing cybersecurity consultants/vendors plus our ERISA experience.

WHAT IS YOUR PERSONAL EXPERIENCE WITH RETIREMENT PLANS?

The Culpepper RFP team has sat on all sides of the fiduciary table. Our past experience includes working for an international investment consulting firm, two of the largest record keepers, and at the time the largest investment management firm in the US. We give clients an insider’s perspective of the industry that benefits them to make better fiduciary decisions.

The Culpepper Group has completed dozens of RFP evaluations for retirement, benefit, and E&F service providers of all sizes. The cornerstones of the Culpepper Group are: expert in all markets served, 100% of our clients can act as a reference and 100% independent without conflicts of interest.

HOW LONG DO PROJECTS TYPICALLY LAST?

We customize the retirement RFP evaluation to meet the needs of our customers. Most projects are started and completed within 90 days. There are exceptions of ones both shorter and longer depending upon complexity. Fee and Service Audits take about a month and RFIs take about 60 days.

WHY THE CULPEPPER GROUP FOR OUR PROJECTS?

The foundation for every project and client is: We are experts in all markets served, 100% of our clients can act as a reference and 100% independent without conflicts of interest.