Record Keeper Search

We assist in finding an administrator/custodian for trustee-directed funds.

 

Have you been using the same recordkeeper for your defined contribution plan for many years? As a fiduciary, do you know if your provider provides competitive services and pricing? Many plan sponsors’ plans change significantly over time in terms of size and participant demographics, which is germane to obtaining the right recordkeeper. The process and documentation of selecting a recordkeeper is a fiduciary function that should not be taken lightly. It should be conducted with the same rigor and diligence as any other service provider (Investment Manager, Consultants, ERISA Counsel, etc.) In choosing a consultant to partner with on this seemingly daunting task, you should look for a firm with a wide depth and breadth in terms of working with 401(k) and 403(b) plans. DeMarche has the experience and independence required to find the best recordkeeper that fits your specific needs. We have developed a proprietary database of providers who provide unbundled and bundled recordkeeping/administration and trustee/custody services for all types of employer-sponsored defined contribution plans. As with our due diligence of investment managers, the process is dynamic and continual. We don’t just find the right provider, we provide on-going due diligence to ensure that they are the best fit for your needs.

 

Institutional Investment Management Focus Team |  Record Keeper Search

Mark A. Andes

Manager of Investment Research & Alternative Assets and Consultant

Dan J. Venker

Analyst, Investment Manager Research

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.