Approaching advisor due diligence on your own can be a laborious undertaking. We have a proven step-by-step model that can save you lots of time—why go it alone? We can help you with the entire project, or just parts of it if you wish.
A top quality advisory firm can bring significant value to your plan. When was the last time you revisited your advisor’s services and fees against others’ in this space? You might be surprised to see how the plan advisory service business model has evolved. We are not a “pay to play” service. In other words, we have unrestricted access to the best candidates for you and do not accept payment from any firm for inclusion in a search.
Even if you love your advisory firm and your record-keeper, it’s a smart to benchmark the services and fees of these providers. Your advisory firm can serve as a co-fiduciary or even full fiduciary to your plan. Our due diligence process drills down on all the details to find the firm that can best protects you, your committee, and your company.