Vendor Management

Get the most out of your vendor partnerships

We help you fix service gaps, cut through confusion and regain control of your retirement plan.

Book your complimentary discussion

Your plan deserves an advocate for good service and reasonable fees

Our vendor management benchmarking services help you compare your current practices with industry standards.
See what’s working and find ways to improve efficiency and performance.
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Vendor oversight and support

We provide dedicated advocacy to promote your vendors meeting compliance and performance expectations.
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Vendor RFP search and selection

Get assistance to select the right vendor for your needs and budget. Understand evaluation criteria, compare services fees and more.
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Vendor management practices

Our participation in administrative meetings with your vendor helps to reveal insights and drive improvement.

Our vendor management process

Effective vendor oversight starts here

Our vendor management services provide organizations with independent evaluations of vendor services, fees and performance. We offer guidance related to regulatory considerations and industry best practices to support effective vendor oversight.

Through benchmarking and comparative analysis, organizations gain insights that can help inform vendor selection, monitoring and relationship management decisions.
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Your vendors, our expertise

From benchmarking to performance evaluation, we're here to help you get the most out of your vendor relationships.
Vendor oversight and suport

Vendor oversight and support

Your vendors should work for you —
not the other way around

We prioritize your interests by vetting vendors thoroughly. We streamline relationships, enforce accountability and help keep your retirement plan objectives on track.

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Transparent fees

We negotiate fair pricing to help align with your financial interests.

 

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Simple process

Our approach simplifies vendor management for your convenience.

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Oversight

Your success is ours. We help promote your vendors staying on track and compliant.

 

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Support

Have someone in your corner, helping you get the most out of your vendor relationships.

 

Vendor selection

Find the ideal vendor

Finding the ideal vendor can significantly impact your operations and budget. Our comprehensive approach helps you evaluate all critical factors before making a decision.

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Evaluation criteria

Assess vendor capabilities, pricing and reliability to make informed choices. 

 

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Supplier comparison

Use our tools to effectively compare potential vendors side by side.

 
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Vendor management

Enhanced vendor management =
Elevated plan performance

Our benchmarking process helps to offer critical insights designed to empower you to enhance vendor performance. By identifying potential gaps and opportunities, we help support your plan's objectives.

  • Data-driven decisions for improved vendor relationships.
  • Tailored strategies designed to strengthen plan performance.
  • Compliance and risk management guidance.

Let's talk

Still have questions or want to learn more? Reach out for a complimentary 30-minute call.
We want to take care of our employees, and it's clear that TruePlan wants to help us do that.
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Leslie Johnson
Associate Head of School for Finance and Operations, Village Community School
We have such a diverse workforce. The on-site education they do for our people is wonderful.
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Lisa M. Mazzoccone
Vice President & Chief People Experience Officer, St. Mary’s Healthcare Amsterdam