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Reviews for your current and future vendorsYou work with many vendors. Our in-depth analysis background can assist in reviews to ensure that you have quality vendors at a reasonable cost.Custodian reviewWe conduct reviews and searches for custodial banks. In consideration of custodian retention, we evaluate:
Recordkeeper oversightEllwood facilitates a recordkeeping solution for Defined Contribution Plans. We work with only high quality recordkeepers in the industry who have reasonable fees. Working with a variety of clients has given us an understanding of unique administrative and recordkeeping needs. Our recordkeeper review compares several candidates that meet both our and your criteria, including:
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