Retirement Playbook, Inc. offers conflict-free support for finding your perfect fit plan advisor and provides you with comprehensive reports.

We’ve set the gold standard in helping plan committees perform robust advisor due diligence. 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.

Save Time

Approaching advisor due diligence on your own can be a laborious undertaking. We have a proven step-by-step model that can save you lots of time—why go it alone? We can help you with the entire project, or just parts of it if you wish.

Review Advisors

A top quality advisory firm can bring significant value to your plan. When was the last time you revisited your advisor’s services and fees against others in this space? You might be surprised to see how the plan advisory service business model has evolved. We are not a “pay to play” service. In other words, we have unrestricted access to the best candidates for you and do not accept payment from any firm for inclusion in a search.

Mitigate Risk

Even if you love your advisory firm and your record-keeper, it’s smart to benchmark the services and fees of these providers. Your advisory firm can serve as a co-fiduciary or even full fiduciary to your plan. Our due diligence process drills down on all the details to find the firm that can best protect you, your committee, and your company.

Our Mission

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

We set the gold standard. We do not accept payment from advisors to be included in our searches, which is a common practice in the industry. We can assure you have unlimited, unrestricted access to the array of candidates that are right for you. 


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.


Retirement Playbook, Inc. is among the first firms in the industry to take a completely conflict-free approach to the plan due diligence and advisor search process. Our cutting edge online tools, detailed benchmarking and completely customized programs make it possible for us to ensure our plan sponsor clients find the best advisors for their organization.