Vendor Benchmarking & Search

With AFS 401(k) as your partner, we want you to select providers that most appropriately fit the specific needs of your organization and employees. We have built relationships with countless vendors that are free from proprietary complications and conflicts of interest.

Managing vendor due diligence

Our customized Request for Proposal (RFP) process includes:

  • Gathering data and pricing
  • Analyzing costs, services, and investment choices
  • Facilitating finalist meetings

Ongoing monitoring

Once your plan is in place, you can expect:

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