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Empowering Fiduciary Decision-Makers

Our Services for Employers

Cofi stands with you on your journey towards optimized benefit plan service provider selection, vendor selection and management.
We provide comprehensive selection services tailored specifically for service providers, ensuring your decisions are informed, transparent, and align with the best interests of your organization, your plans and your employees.

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Request for Proposal (RFP)

Navigate the vendor selection process confidently and effortlessly with our comprehensive RFP services. Ensure you select service partners that truly align with your fiduciary goals.

Discover RFP Services
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Incumbent Review

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

Incumbent Review

Employer-Supporting Resources

Stay updated with the latest industry trends, best practices, and insights tailored for fiduciary decision-makers.

Understanding Fiduciary Duties

Deepen your understanding of your fiduciary duties and how to manage them effectively.

How to Evaluate Vendor Profiles

Equip yourself with the knowledge to evaluate vendor profiles and make informed decisions.

Current Market Trends

Keep your finger on the pulse of current market trends in service provider world.

Start Optimizing Your Service Provider Relationships Today

Ready to unlock efficiencies and cost savings in your service provider relationships? Connect with Cofi today for a tailored solution.

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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.

    info@teamcofi.com
    2127069292