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, or a record keeper, thorough, 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 plans from $20 million in assets to $2 billion.


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.