With Pathfinder and Channel Financial, you gain access to the data you need to locate the most suitable provider for your plan.

Vendor Benchmarking

The vendor review process can be time-consuming, confusing, and may lack transparency. Standard vendor-provided proposals seldom include enough information to fully determine administrative capabilities, fiduciary or employee services and adequate fee disclosure.

We use PLANSPONSOR to create an independent, unbiased provider analysis and benchmarking tool. It streamlines, validates and documents a prudent vendor section process.

Comprehensive Methodology

Customize your search according to the specific criteria most important to you. Ratings and consulting research cover the following categories:

Validate the Decision-Making Process

Pathfinder provides access to the latest in provider search technology and research. It reduces the amount of time needed to review provider finalists, while ensuring all facets of their capabilities and rankings are considered.

With Pathfinder and Channel Financial, you gain access to the data you need to locate the most suitable provider for your plan.

Resources

As your trusted retirement plan consulting firm, we invite you to use the following resources and reports to compare client plans, view investment links, and use financial calculators. Learn More >


Why Channel?

Channel Financial is a leading independent retirement plan consulting firm dedicated to providing excellent service and satisfaction. Learn More >


Schedule a Consultation

We welcome the opportunity to meet with you to discuss your financial needs. (763) 231-7535 Minneapolis (206) 905-8100 Seattle (503) 236-7200 Portland (925) 258-0079 San Fransisco jmcdonald@channel-financial.com