Due Diligence/Search Process Management
While in many instances it is possible to improve your plan's overall performance with your current provider, there are times when your needs can't be met by your current provider or it simply makes sense to conduct due diligence. Stable Two Financial has the experience to conduct a formal due diligence and search process. Our steps include:
While in many instances it is possible to improve your plan's overall performance with your current provider, there are times when your needs can't be met by your current provider or it simply makes sense to conduct due diligence. Stable Two Financial has the experience to conduct a formal due diligence and search process. Our steps include:
- Development of the RFI/RFP document
- Detailed analysis of the responses and recommendations for finalists
- Facilitation of the Finals presentations and analysis of the information received
- Transition management with the new service provider during the implementation/conversion project
Plan Sponsor Performance
Service Provider Oversight
Due Diligence Process
