Provider RFPs & Fee Benchmarking

Develop data-driven strategies & keep your plan competitive

Provider searches and fee benchmarks are cornerstones of the Accelerate Retirement service model. We use an RFP approach to ensure that apples-to-apples comparisons are used throughout the benchmarking process.

This approach includes:

  • Taking a deep dive into your plan’s investment needs, service requirements, and size to pair that with a provider that has the system capabilities, strength & expertise, and resources to support your employee demographics
  • Thoroughly breaking down investment expenses by extracting the different components: 12b-1, shareholder servicing fees, sub-TA, asset-based fees, and investment management fees
  • Using our fee benchmarking process to negotiate fees on your behalf with your plan provider on an ongoing process
  • Facilitating a seamless transition process using our deep expertise in plan provider conversions

Related Articles

Sticky Saving Goals to Suit Your Personality

The start of a new year is a natural time to set fresh financial resolutions, but unfortunately most don’t last past February. One reason may be that our money goals often don’t align with the way we naturally think or … Read More

Industry Experts Debate ERISA Litigation Reform in Recent Hearing

A December 2, 2025 hearing, titled “Pension Predators: Stopping Class Action Abuse Against Workers’ Retirement,” was convened by Subcommittee Chair Rick Allen (R-GA) before the House Education and Workforce Committee and the Subcommittee on Health, Employment, Labor, and Pensions. Expert … Read More

The $100 Billion Swing Era – Managing Headline Overload

If you think capitalization swings are getting wider and more frequent, you may be right. By the end of October 2025, there were 119 instances of individual U.S. stocks (mainly large technology firms) moving by more than $100 billion in … Read More

Ensure a competitive plan for a competitive market