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Helping You Help Your Clients with the Vendor Selection and Management Process

Cofi supports attorneys in their position at the top of the fiduciary governance hierarchy with vendor selection process management, process execution, comprehensive data analysis, reporting, and soup to nuts service support.

Our Key Services for Attorneys

Cofi supports ERISA lawyers in their performance and leadership of the benefit plan service provider selection and management function --a critical fiduciary requirement that their clients needs their lawyers to perform. We do all the back-office work necessary to allow the lawyer to execute the process with maximum success and efficiency.

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Support for Attorney-led RFP

Work with attorneys to design and execute a fully customized vendor search process, ensuring alignment with their client's fiduciary goals.

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Support for Attorney-led Incumbent Review℠

Not all employers want to change their vendors. A Cofi Incumbent Review satisfies the fiduciary duty to evaluate your clients’ vendors against the market without disrupting valued relationships.

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Other Attorney-Support Services

Leverage our expertise in backoffice litigation consulting, case assessment, and law firm service provider resource consulting.

Resources for Attorneys

Explore our extensive library of educational resources to stay up-to-date with industry trends, best practices, and regulatory updates. /p>

Press

Stay up-to-date with the latest news and updates from Cofi. Explore our press page to access press releases, media coverage, and important announcements about our company and industry insights.

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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.