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Vendor Evaluation and Selection
We continuously evaluate retirement plan providers in terms of their suitability for a client’s program of benefit resources.
Due Diligence:
We use our extensive experience with the proposal process, on-site visits, ongoing research, industry studies, marketing materials and other trade communications to help survey the market for competitive retirement plan providers.
Evaluation Criteria
  • Financial stability
  • Specialized services or capabilities
  • Plan design flexibility
  • Industry or product niche
  • Administrative expertise
  • Adaptability to client needs and systems
Milestone is a Gardner & White proprietary resource for evaluating an employer's retirement plans and services against those of leading providers and vendors focused on the retirement planning industry.
Our screening services help you focus on the merits of the plans presented specifically for your group. Gardner & White specialists “do the shopping”.
Contact G&W

Consulting - Benefits Solutions - Plan Administration

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  Phone: 800.347.5737