Multnomah Group

Conducting a Vendor Search

A Multnomah Group Webinar
October 28, 2015 


Conducting a vendor search can be a detail-laden, time intensive process that takes up to six months to complete. If the vendor search results in the selection of a new vendor, the conversion can disrupt the norm and create anxiety. However, the benefits of conducting a vendor search substantially outweigh the potential short-term inconveniences. Applying some battle-tested best practices along the way will not only help mitigate those inconveniences, but also ultimately result in the selection of the most suitable vendor to the plan. 

In this presentation, Scott Cameron discusses:

  • Benefits of conducting a vendor search
  • Frequency and timing of vendor searches
  • Vendor search best practices 
  • Case studies

Webinar Recording

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About Multnomah Group

Multnomah Group provides fee-only retirement plan and investment consulting services to for-profit and tax exempt employers in the United States. Our firm's core competencies include investment consulting, vendor search, fiduciary governance, employee engagement, plan design, and fee benchmarking.