Retirement Services

Vendor Search Process

    The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee communication services and standards. Furthermore, total plan costs are usually impossible to determine from the face of the proposals.

    Sheridan Road is the Plan Sponsor’s outsource partner in the plan provider review process. Sheridan Road employs the SearchPro Plan Provider Review Process, which enables Plan Sponsors to eliminate the confusion and frustration of selecting a 401(k) provider, and dramatically reduces the amount of time plan sponsors must allocate to the evaluation of new plan providers.

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    Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors, a registered investment advisor and separate entity from LPL Financial. Copyright © 2010 Sheridan Road Financial.
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