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With Retirement Fiduciary Group as your partner, we want you to align with a provider that best fits the needs of your organization and employees.  Our benchmarking process provides an equal emphasis on the cost and quality aspects of a potential retirement providers services.  Our RFP approach helps ensure that apple-to-apple comparisons are used throughout the benchmarking process.  

Managing vendor due diligence

Our customized Request for Proposal (RFP) process Includes:



Ongoing monitoring

Once your plan is in place, you can expect:

  • Monitoring of participation levels and investment performance
  • Plan cost benchmarking and analysis against other vendors and plans
  • Guidance on areas of improvement
  • Target date analysis and custom target date solutions


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