Why Choose Cofi's Support for Attorney-led RFP?
Cofi's support for attorney-led RFPs provides a unique set of benefits.
Experience
Leverage our vast experience in navigating the complexities of the RFP process, enhancing the efficiency and effectiveness of vendor selection. We have helped attorneys and employers achieve best results for millions of participants.
Efficiency
We perform all back office due diligence functions, from employer needs analysis to submission evaluation to candidate interaction to new vendor installation, managing all of the back-office complexities (and heavy lifting) along the way. This lets counsel do the high-end work and still satisfy the client’s professional fee reasonableness demands.
Custom Process
Cofi tailors the RFP process to meet the specific needs of your clients, delivering a custom questionnaire, slate of candidates derived from our initial needs analysis, a full comparison report of all candidates, a list of questions for the finalist interviews and followup processes and service to ensure that the winning candidate serves as promised.
Proof Of Process
Cofi upholds a transparent RFP process, ensuring unbiased vendor selection that aligns with your client's fiduciary goals. Detailed documentation of this process is provided at the conclusion of the RFP.
Documents and Communications
ERISA lawyers serve their clients best when bringing prior experience to engagements. Cofi supplies templates and examples of every conceivable document and communication, so counsel is just doing “finish work” when it comes to document and communication needs.
Industry Know-How
From the “takes one to know one” department, we have subject matter experts with industry experience in every type of plan. By adding our expertise to counsel’s, there is nothing we don’t know and nothing we can’t accomplish together when it comes to optimal service provider placement and management.
