Where Our Experience is Your Advantage

Finding the right service provider for your retirement plan can be an overwhelming task. At ICM, we guide you through the process of selecting new providers by assisting in the development of a Request for Proposal (RFP), reviewing the proposal, and making appropriate recommendations.

With our many years of experience on both sides of the RFP process, we help ensure that the best providers are found for your specific needs.

This suite of services includes:

  • Development of Request for Proposal (RFP)
  • Analysis and compilation of proposals from potential providers
  • Objective comparison of the relative strengths and weaknesses of each respondent
  • Fee and/or contract negotiation
  • Complete project management including ongoing communication and coordination with all parties

Have a question?  Give us a call.  We’re here to help.

1-800-488-4075  or  1-509-455-3588