Retirement Playbook, Inc. offers conflict-free support for finding your perfect fit plan advisor or record-keeper and provides you with comprehensive fee benchmarking reports for these services.
We’ve set the gold standard in helping plan committees perform robust advisor due diligence, develop effective plan communication strategies, and benchmark all plan related fees. We can help you develop the short list, prepare a customized, revolutionary online RFP, benchmark advisors’ fees, and help you decipher the important differences between firms.
Retirement Playbook, Inc.’s mission is to help plan sponsors select the best team for their retirement plan. By providing both insight and cutting edge tools, we make the process of selecting an advisor thorough and easy to compare. We’ve revolutionized the way this work is done: combining real, in-depth retirement plan expertise with state of the art tools that make comparison of candidates easy.
Conflict-Free Business Model
More plan sponsors than ever before are looking to review and compare plan advisors. As specialists in this area, we have extensive experience in full advisor searches for all size plans.