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.