Not enough hours in the day…and now you need to make the DOL and your Investment committee happy
Experts in 401(k), 403(b), pension plans, and E&F portfolios. We help eliminate blind spots and vulnerabilities.
what we do…
the Culpepper Companies protect organizations from what they don’t know when selecting vendors for 401(k),403(b), and pension plans, plus E&F portfolios
The Culpepper Companies deliver independent third-party evaluations of retirement plans and E&F providers. Our clients feel protected in their responsibilities to evaluate providers in a detailed, documented, and timely process.
Our process is free from potential conflicts of interest while reducing valuable executive time to complete detailed evaluations.
Additionally, our firm works with plan sponsors in both 3(38) and 3(21) capacity in all aspects of retirement plan management including vendor management.
Our clients include 401(k), 403(b), and pension plan sponsors plus E&F portfolio owners including CFOs, HR professionals, and investment committees.
How The Culpepper Group Can Help
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Detailed RFP Evaluations
The Culpepper Group clients feel protected in their responsibilities to evaluate providers in a detailed, documented, and timely process.
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DOL Cybersecurity consultant evaluations
Plan sponsors are requesting unbiased cybersecurity RFP evaluations to conform to DOL guidelines.
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retained investment advisory
We deliver large market expertise to small plan sponsors. The Culpepper group provides unbiased investment advice at a superior value with transparent fees.
“The investment committee was extremely pleased with the process, results, and education supplied to the Committee. I highly recommend the Culpepper group to other organizations for similar assignments.”
— VP Finance
RFP Evaluations, DOL cybersecurity consultant evaluations and Retained advisory
Creating a plan that works for you
Schedule a complimentary strategy session to see how The Culpepper Companies can help take the compliance and RFP stress off of your plate.
The Culpepper Group, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purpose of any specific securities, product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified advisor, tax professional, or attorney before implementing any strategy or recommendation discussed here.