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. 

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 a 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 protects you, your committee, and your company.