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Vendor Evaluation and Selection
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We continuously evaluate retirement plan providers in terms of their suitability for
a client’s program of benefit resources. |
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Due Diligence:
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We use our extensive experience with the proposal process, on-site visits,
ongoing research, industry studies, marketing materials and other trade
communications to help survey the market for competitive retirement plan providers.
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Evaluation Criteria
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- Financial stability
- Specialized services or capabilities
- Plan design flexibility
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- Industry or product niche
- Administrative expertise
- Adaptability to client needs and systems
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Milestone is a Gardner & White proprietary resource for evaluating an employer's
retirement plans and services against those of leading providers and vendors
focused on the retirement planning industry.
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Our screening services help you focus on the merits of the plans presented specifically for
your group. Gardner & White specialists “do the shopping”.
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Contact G&W
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