| · | Interviews with the vendor selection committee to articulate the desired retirement plan structure |
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| · | Development of a Request for Information (RFI) |
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| · | Release of RFI to pre-qualified vendors |
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| · | Management of vendor inquiries |
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| · | Comprehensive report on the vendor proposals submitted, including projection of current and proposed fees |
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| · | Recommendation of finalists |
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| · | Interviews with the finalists |
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| · | Site-visits to the finalists |
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| · | Recommendation of vendor(s) for the management of the plan |
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| · | Comprehensive implementation support |
