CoFi Analytics
No-Employer-Cost RFP’s

No-Employer-Cost RFP’s

Do you want your RFP run with high effectiveness at no cost to you and no use of internal resources?

There are some service provider searches that employers (e.g., HR departments) conduct themselves–i.e., medical plan broker, retirement plan advisor, plan auditor, pension plan actuaries and administrators, etc.  This is because there is no qualified and conflict-free professional to conduct the search.  We remove this burden from internal employer resources and, as co-fiduciaries, perform our expert RFP support services with complete assurance of competence and integrity.  There is no expense to the employer, as we charge our fee to the plans or the winning candidate of the RFP.  We specialize in RFP management for:

  • Medical Plan Broker
  • Health & Welfare Broker or Consultant
  • Voluntary Benefits Broker
  • 401(k)/403(b) Advisor/Consultant/Broker
  • Retirement Plan Auditor
  • Pension Actuary
  • Pension Plan Outsourcing Administrator