Advisor Due Diligence

Our Services

advisor-due-diligence-timeline22

Our comprehensive Advisor Due Diligence Service offers step-by-step guidance around the analysis and selection of the plan advisor. We document the entire process for you so that you can feel secure in your decision and fiduciary obligations.

As one of the most experienced advisor search consultants in the US, we provide expert guidance around whatever aspect you need—from the entire project, to only some aspects of it.

We offer 3 levels of service to suit your needs:

Full Advisor Search
Modified Search
Express Search
We will handle all aspects of the search from a kick-off meeting to plan the project all the way through to your selection.
For those that want to take on more of the work themselves, we offer even more help in the selection of your candidate with our database of plan advisors. By starting with a smaller group of pre-vetted advisors, the process can be expedited.
Just need help with a few parts of a search? We can benchmark fees, develop your shortlist, conduct the background check or simply be available on your speed dial while your firm conducts the search.

Contact us for a quote

For plan committees who have the time and resources, and would like to perform the advisor search process themselves, we offer the expert guidance and support needed to make the process thorough and complete, including an educational class for the committee, access to our online evaluation site and database of advisors, background and insurance checks, RFP template and tools for the finalist interview, a matrix for the evaluation of the finalists, and more.

Contact us to learn more
Get a Free Advisor RFP Template

In order to stay competitive, plan sponsors should review their plan’s services and fees every 3 years. Retirement Playbook, Inc. can document that your plan fees are reasonable and competitive–an important responsibility for Plan Fiduciary Committees. We also include benchmarking of the advisors fees in our report.

Contact us to learn more
Get a Free Custom Benchmarking Report
(for a limited time only)