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Plan Benchmarking
and Vendor Search
Services
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Learn more about TrueNorth's Company Retirement Plan services:
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 Contact us
Wichita
316.266.6574 or
877.305.1864
Denver
303.615.7600 or
800.813.0203 |
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We use marketplace benchmarking tools, investment and revenue sharing comparison benchmarking and software, as well as actual vendor quotes, to evaluate the fees charged to you by your service providers.
This information gives us the ability to review your total plan expenses for reasonability as compared to similar plans in the marketplace. Our overall analysis and opinion requires that your fees are competitive for the investments and services provided.
If we have reason to believe that plan fees are not competitive then we strive to negotiate on your behalf for more attractive terms with one or more of your existing service providers. We may also find that it is necessary to consider another provider in the marketplace who is better positioned to meet or exceed your needs and offer a competitive fee structure.
We facilitate your Request for Proposal (RFP) process:
- Design RFP specific to your goals and objectives
- Assist in selection of RFP recipients
- Evaluate responses
- Schedule presentations
- Make recommendation
- Prepare executive summary to document decision process
- Negotiate plan fees and expenses
- Investment menu design
- Fund mapping
- Transition monitoring
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