Vendor Search & Consulting

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The selection of your retirement plan service provider(s) is one of the most important decisions you will make as a plan fiduciary. We believe selecting the right vendors requires a unique understanding of the industry and the leverage to negotiate effectively on behalf of our clients.

Cafaro Greenleaf takes great care with this comprehensive process. We hold a unique position in the industry where we have direct lines to the top of many of these organizations, and we understand the necessary qualifications of record keepers and third-party administrators. We maintain our own comprehensive provider and fee database, in addition to independent and trustworthy third-party industry sources to assist in the vendor selection process. In addition, as registered investment advisors, you can also be assured that our due diligence and selection process is unbiased and free of conflicts.

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