|
|
|
Vendor Evaluation and Selection
|
|
|
|
|
|
|
|
|
We continuously evaluate retirement plan providers in terms of their suitability for
a client’s program of benefit resources. |
|
|
|
Due Diligence:
|
|
|
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.
|
|
|
|
Evaluation Criteria
|
|
|
- Financial stability
- Specialized services or capabilities
- Plan design flexibility
- Industry or product niche
- Administrative expertise
- Adaptability to client needs and systems
|
|
|
By screening retirement plan vendors carefully, we can help you focus on the merits of the plans
and plan provisions presented specifically for your group. Gardner & White retirement plans
specialists “do the shopping”. |
|
|
Contact G&W
|
|
|
|