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At Carlson Quinn, we have helped clients large and small meet their fiduciary duty when finding a new service provider for their qualified retirement plan, 401(k) plan, 403(b) plan, or 457 plan.

We Can

  • Review your plan documents and circumstances to establish criteria for the new service provider

  • Draft a request for proposal (RFP) to be submitted to potential service providers

  • Review responses to RFP and analyze bidders’ strengths, weaknesses and costs to identify finalists

  • Accompany you to onsite visits to evaluate bidders

  • Facilitate finalist presentations and assist in your selection

  • Review service agreements and other related documents from the new service provider

  • Facilitate transition to new service provider

  • Evaluate new service provider(s) on a periodic basis to ensure performance expectations are met

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