With AFS 401(k) as your partner, you can choose from a virtually unlimited universe of providers- free from proprietary vendor or product pressures and conflicts of interest. We will help you select the provider that most appropriately fits the specific needs of your organization and your employees.

Managing vendor due diligence

Our customized Request for Proposal (RFP) process includes:

• Gathering data and pricing
• Analyzing costs, services, and investment choices
• Facilitating finalist meetings

Ongoing monitoring

Once your plan is in place, you can expect:

• Monitoring of participation levels and performance
• Plan cost benchmarking and analysis against other vendors and plans
• Guidance on areas of improvement
• Target date analysis and custom target date solutions