Reinventing Retirement Benefit Consulting, Realizing Results

Provider Selection & Management

SRG’s deep provider experience, access to top providers, large block of business and strong provider relationships drive custom-tailored strategies and optimal results for our clients.

Armed with the knowledge about providers and the retirement industry that only SRG can provide, we passionately advocate on our client’s behalf. We quarterback your team of retirement plan vendors to save you time and money and ensure your vendors work together effectively.

SRG’s Services include:

  • Extensive discovery process and provider analysis and comparison
  • A personal and face-to-face approach to provider screening and RFP development
  • Support with finalist presentations, selection and the integration of new providers
  • A system to manage, monitor and evaluate the capabilities, commitments and services of your providers

The Result: A team of providers and a level of service and value that is custom-tailored to your needs and your goals.