Request For Proposals and Fee Benchmarkings

Looking for a new 401(k) provider can be time consuming, cumbersome, and downright frustrating. Grinkmeyer and Leonard Wealth Management shoulders the responsibility of a process-driven plan provider Requests for Proposal (RFP), including collecting the quotes, spreadsheeting the data, and ultimately, recommending the most appropriate provider.

Through the process, corporate officers meet their fiduciary duty to monitor plan fees and make important plan provider decisions, while ensuring the best possible plan at the most competitive cost for participants.

Core Components

• Recordkeeping
• Total Plan Costs
• Technology Services
• Employee Communications
• Compliance
• Provider Compatibility

Highlights

• Executive Summary
• Side-by-side Comparison of Vendors
• Total Cost Analysis
• Investment Platform Ranking