Transforming the Benefits Industry Through Fiduciary Empowerment

We empower benefit plan fiduciary decision-makers and their legal advisors with comprehensive vendor selection support services. Navigate the complexities of benefit plan service provider selection and management with Cofi by your side.

For Employers & Attorneys

Vendor Selection Support Tailored to Your Needs

Whether you're an employer seeking to find the ideal service providers for your benefit plans, or a specialized attorney leading that process for employers, Cofi provides the expertise, tools and support to ensure best results.

Areas of Service Provider Expertise

Cofi’s subject matter experts evaluate vendors for all benefit and compensation plans, such as:

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Retirement Plan Vendors

401(k)/403(b) Plan Advisor/Co-Fiduciaries

Defined Benefit Plan Actuaries and Administrators/Recordkeepers

Defined Benefit Plan Investment Managers

Retirement Plan Auditor

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Health & Welfare Plan Vendors

Medical Plan Brokers/Consultants

Ancillary Insurances Brokers

Voluntary Benefits Brokers

Disability, Life and Leave Administration Brokers

Pharmacy/Rx Vendors

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Other Vendors

Nonqualified Plan Consultants/Advisors

Compensation Consultants

Payroll Providers

Business Liability Insurance Brokers (when bundled with Benefits Broker)

For Employers

Perform the fiduciary task of employee benefits vendor selection and management with ease and confidence. Cofi provides you with total support, transparent, unbiased data and advice and finely tuned processes to ensure your outcomes align with the best interests of your organization and its employees.

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Request for Proposal (RFP)

Utilize our comprehensive RFP services to ensure you select vendors that are best in class, fairly priced and fully accountable.

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Incumbent ReviewSM

Save costs, satisfy your fiduciary duties and maximize your benefit plans' performance and efficiency with our thorough Incumbent ReviewSM process, all without changing or straining important existing business relationships.

For Attorneys

Enhance your support of your clients with Cofi's specialized support tools. Our data analysis, templates, processes, benchmarking, industry knowledge and efficiencies offer you the ability to provide comprehensive fiduciary legal support to your clients’ vendor selection and management process.

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Support for Attorney-led RFP

Utilize our attorney-led RFP process to help you provide your clients with benefit plan vendors that meet top-tier performance standards, offer competitive and transparent pricing and are fully accountable.

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Support for Attorney-led Incumbent ReviewSM

Helping you protect your clients with our expert support in attorney-led Incumbent ReviewSM.

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Other Services for Attorneys

Consulting expertise, law firm consulting, case assessment and data support for compliance lawyers, transaction lawyers and benefit plan litigators.

Our Process

Learn about our streamlined processes for RFPs and Incumbent ReviewSM. We follow efficient and transparent methodologies to ensure comprehensive evaluations, timely execution and successful outcomes for your benefit plan vendor selection and management needs.

RFP Process & Timeline

Understand the step-by-step process and timeline for our RFP services. From initial employer needs assessment to vendor selection, we guide you through each stage, providing clear timelines and effective project management.

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Incumbent ReviewSM Process & Timeline

Discover our systematic approach and timeline for Incumbent ReviewsSM. We outline the process, from evaluating provider performance to making informed decisions, ensuring that retention of your existing benefit plan providers meets fiduciary and market standards.

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About Us

Learn about Cofi's mission, values and experience as an independent benefit plan search consultant and fiduciary support provider. Explore our team's expertise across various disciplines and our commitment to delivering exceptional results for clients.

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Cofi Resources

Your Gateway to Knowledge

Access valuable resources to enhance your understanding of benefit plan management, fiduciary responsibilities and industry trends. Explore educational materials, guides and market insights to stay informed and make informed decisions.

Fiduciary Education
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Fiduciary Education

Enhance your understanding of fiduciary duties, compliance,
risk management and  best practices.

What You Need to Know: Gain insights into fiduciary liability risks and the importance of best practices and insurance coverage to protect fiduciaries and benefit plans.

Best Practices: Explore best practices and strategies for ensuring fiduciary compliance with industry regulations, such as ERISA and other applicable laws.

A comprehensive guide to understanding the roles, responsibilities, and legal obligations of fiduciaries in benefit plan management.

Market Data
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Market Data

Harness comprehensive data and analytics to navigate market complexities and optimize your strategic vendor selection decisions.

Understand the value of independent benefits vendor compensation benchmarking to refine pay strategies and secure elite talent in a competitive market.

Utilize data analysis to refine your employee benefits approach and grasp the pivotal role of data in enhancing benefit offerings.

Stay updated with the latest employee benefits trends to navigate an ever-evolving landscape and make informed decisions.

Vendor Selection and Management
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Vendor Selection and Management

Optimize your fiduciary operations with streamlined vendor selection and oversight, ensuring transparency, compliance and effective collaboration.

Select the best vendor for your employee benefits with this concise guide, offering strategies for an optimal organizational fit.

Selecting the ideal employee benefits vendor hinges on understanding vendor performance data. This guide explains its significance and how to use it in decision-making.

Choosing the right employee benefits vendor is vital for quality services and program success. This guide will guide you through assessing vendor profiles for informed decision-making.

Media

Stay up-to-date with the latest resources, news and updates from Cofi. Explore our Media page to view instructional and informational videos and access press releases, media coverage, industry insights and important announcements about our company. ERISA lawyers are invited to view our Point One video series, which provides insights for elevating your client services and relationships.

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    Contact Us

    Have questions or need assistance? Get in touch with our team. Use our contact page to find our contact information, including phone number and email address. We're here to provide support and answer any inquiries you may have.