Products & Services:RFP/Benchmarking

ERISA requirements demand a great deal from plan sponsors. At a minimum, you must benchmark your fees and services to the competitive marketplace. As you know, few plan sponsors can do this alone. Most seek out the support of consultants whose primary focus is fiduciary protection. That means total fee, service and investment analysis.

Centennial offers a deep specialty in RFP/vendor search and fee benchmarking that dials you into a clearer perspective on your complete plan. As a result, you and your advisor make decisions with confidence.

  • Thorough, Streamlined Process-from data gathering to spreadsheeting to finalist presentation
  • Integrated Report includes 350+ Data Points
  • Complete Total Cost Analysis, Including Revenue Sharing
  • Integrated Investment Platform Rankings for Clearer Analysis

Additional Resources Our Clients Find Valuable

Fiduciary Support Services

Our advisors are your partners in fiduciary compliance, protecting you from personal and corporate liability.

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Plan Design

We will guide you through strategic goal setting, assessments and documentation to ensure plan assets are well balanced against benefit liabilities.

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Investment Due Diligence

Centennial advisors stay ahead and on top of your fiduciary responsibility.

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Communication/Education

We can provide targeted education and ongoing communication to ensure successful retirement planning.

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