Vendor Search and Implementation:

Selecting a provider for your company retirement plan can be a very challenging process.  OneFiduciary Group will help you assess the key criteria to make an informed selection.  Each vendor we identify will be judged and measured in the following areas: 

·         Investment architecture

·         Compliance and reporting

·         Participant communication and education

·         Fiduciary liability

·         Record keeping and administration

·         Total costs

·         Disclosure practices/fee transparency

·         Vendor’s core market

OneFiduciary Group Vendor Search Process: