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
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.