The Leading Retirement Plan Provider Search and Benchmarking Tool
Strategic Insight and PLANSPONSOR are pleased to announce Pathfinder 2.0, the leading unbiased corporate retirement plan search platform used by defined contribution investment only asset managers, broker/dealers, RIAs, and individual advisers. With Pathfinder, users can conduct plan provider due diligence review, as well as provide a more efficient and comprehensive management of the request for proposal (RFP) process for advisers.
Register for a Free TrialDownload Factsheet
How Pathfinder Can Help You
With Pathfinder, users can now perform due diligence by documenting their RFI and RFP process to determine the most suitable recordkeeper and administrator for an adviser's plan sponsor clients and prospects.
Value-Add for Advisers
- • Help advisers build their retirement business
- • Help advisers boost productivity by leveraging a powerful tool to assist in the RFP and due diligence process
- • Create client-ready reports
- • Generate automated side-by-side provider comparisons
Workflow Integration
- • Streamline the process of comparing providers side by side
- • Save time by submitting pricing requests to providers through the tool
- • Save time by inviting providers to respond on fund mapping
- • Monitor status of provider responses
Compliance Documentation
- • Establish a rigorous process for performing recordkeeper searches
- • Define the custom criteria used to match plan sponsors with a recordkeeper
- • Retain records on search process and side-by-side comparisons
- • Retain records on provider responses on pricing and fund mappings
