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Vendor Management, Search and Selection

Workplace Retirement Solutions

We become the liaison to the plan’s service providers by managing vendor relationships with a goal of minimizing complexity and reducing administrative burdens.

We help our clients find their perfect match through live-bid RFPs and benchmarking. Our benchmarking report utilizes our proprietary database of 100+ recordkeepers and includes 500 data points covering recordkeeping, compliance, technology, communication, and investment services. The report features side-by-side comparisons of both costs and services to isolate differences in total plan costs, net recordkeeping costs, net investment management costs, investment quality rankings and service differentiators.

Live-bid RFP responses are based on your plan’s parameters, complexity, investment lineup, service requirements and other unique considerations. This process ensures:

  • Apple-to-apple comparisons are used throughout
  • Fee comparisons are based on current market prices rather than a database of historical fees
  • Negotiating leverage is maximized with a plan’s current provider

At Cable Hill, our solutions and expertise are matched only by our personal commitment to each client’s goals.

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Susan Van Cappellen

Retirement Plan Times Newsletter: Advice At A Higher Level, Q1 2022

As flowers and trees begin to bloom, we bring you our spring season quarterly newsletter. In this edition, you will find information on helping employees make their money last as well as financial wellness statistics.

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We’d love to meet you