Provider Search and Scorecard

Fortune Management Group is the Plan Sponsor's outsource partner in the plan providers and Administrators review process. Our team strives to help Plan Sponsors to eliminate the confusion and frustration of selecting a 401(k) provider . Fortune Management provides scorecards on vendors, compiled from customer satisfaction surveys conducted with thousands of Employer Plan Sponsors, represents direct feedback from the customers of these Service Providers. Fortune Management shoulders the burden of searching for a new provider by managing the process from the initial proposal requests to the final analysis, recommendation and conversion management assistance. Depending on the plan sponsor's goals, objectives, demographics and philosophy, we will match clients with the provider who delivers the highest possible quality products and services at the most competitive total plan cost.

For information contact us.