PENSION CONSULTING --> Provider Search

Fiduciaries of qualified retirement programs and especially 401(k) plans have come to view the provider search with trepidation. After all, the number of companies in the marketplace continues to evolve as new entrants gain a foothold and established firms consolidate. Moreover, it is becoming ever more difficult to adequately compare service offerings and costs as providers maneuver for their best position.

At PENTEK Advisory Group we understand the complexity of retirement plans - both defined contribution and defined benefit. We also know that every administrative firm has strengths and weaknesses. The demands of the marketplace require these companies to continually innovate. For example, not too long ago offering daily valuation with internet access for participants was considered a cutting edge service. Today it is simply expected. Many plans need varied investment choices such as well selected mutual funds from multiple fund companies, self directed brokerage and more complex options such as separately managed accounts.

At PENTEK , we can match a provider to your needs - from low cost bundled solutions to highly consultative unbundled arrangements. So regardless of the size or complexity of your retirement plan, we have the capability to determine what you need and how to get you there. This is the value-added benefit of retaining PENTEK for your provider search.