Cofi fills the void in the benefits marketplace of truly independent, highly expert, information, products and services for fiduciary decision-makers.
Our primary focus is assisting our clients with service provider selection and management. We employ specialists in all relevant disciplines (law, financial analysis, accounting, etc.), have developed comprehensive processes and have accumulated incomparably robust market data so that we can provide complete fiduciary duty support and assurance for service provider selection with regard to retirement, medical, executive and all other benefit plans.
We also support other benefits professionals (lawyers, accountants, etc.) who need strong, independent support for their clients in areas that are complementary to, but outside of, the professional’s discipline.
Our key differentiator is independence. We provide nothing but expertise, information and confidence. We sell no investment products. We have no alliances with vendors, brokers or carriers. Our only duty is to the employer and its plans.
This all translates to economic savings and risk reduction to the employer, reduced employer overhead commitment and better outcomes for employees.