Cofi supports ERISA lawyers in their performance and leadership of the benefit plan service provider selection and management function—a critical fiduciary requirement that employers need 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.
We work with attorneys to design and execute a fully customized vendor search process, ensuring alignment with their clients’ fiduciary goals.
Not all employers want to change their vendors. An attorney-led Cofi Incumbent ReviewSM satisfies the fiduciary duty to evaluate your clients’ vendors against the market without disrupting valued relationships.
Stay up-to-date with the latest resources, news and updates from Cofi. Explore our Resources 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.
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.