Culpepper RFP
Culpepper RFP runs the entire RFP process for retirement plans, benefits, OCIO, and cybersecurity vendors. Independent, documented, and free of provider conflicts.
Running an RFP takes time. It is hard to do well while you run everything else. So the work gets rushed, skipped, or handed to the vendors being judged. The RFP is where a defensible decision is won or lost.
Culpepper RFP runs the entire RFP process for retirement plans, health and welfare plans, and endowments and foundations.
It is independent, third party, detailed, documented, and timely. It protects your time and the integrity of the decision, with no provider conflicts of interest.
RFPs for
Running the RFP is the core of what we do. We evaluate the providers and plans that fiduciaries are responsible for.
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Start where you are
Fee & Service Benchmarking
We help you find out whether an RFP is necessary, and how your current fees and services compare.
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RFI Evaluation
We gather market fee and service information in a structured way.
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RFP Evaluations
We run a detailed search and a documented evaluation process.
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The firm behind the process
Culpepper RFP, LLC completes RFP evaluations for 401(k), 403(b), pension, and endowment and foundation portfolios, and more. We also help plan sponsors meet DOL cybersecurity expectations, including support for selecting a firm to run a cybersecurity audit.
Our clients include ERISA attorneys, CFOs, HR professionals, and investment committees.
“The investment committee was extremely pleased with the process, results, and education supplied to the Committee. I highly recommend Culpepper RFP to other organizations for similar assignments.”
Creating a plan that works for you
Schedule a call to see whether Culpepper RFP is a fit, and what level of evaluation makes sense for your situation.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified advisor, tax professional, or attorney before implementing any strategy or recommendation discussed here.