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Service Provider Analysis

 

For sponsors who are actively looking to upgrade their existing platform, or change a particular service provider, we offer our Service Provider Analysis. At Pasqua, CPA we understand the retirement services industry is constantly evolving. For this reason we are continuously performing due diligence reviews to find the most proficient, service oriented, and cost efficient 401(k) service providers available today.

The first step in our analysis is to completely understand the sponsor’s particular situation and the particular needs of their participants. Then taking into consideration the size and demographics of the plan, we are able to recommend those Recordkeepers, TPAs, Custodians, Trust Companies and Auditors that match up best to the client’s size and needs and submit to them a formal request for proposal. We then compare the services and all-in cost of each provider to help clients decide which provider is best suited to their particular needs.