Perseptiv is the managed governance service for retirement plan sponsors. We run your RFPs and annual service provider reviews, bring every provider's work together, and keep the record.
Independent of every provider, including your advisor. In your engagement, we work for your committee and no one else.
Your advisor, recordkeeper, TPA and auditor each see their own piece. We bring their work together, check it and surface what your committee needs to know, fully on your side.
We don't replace any of your providers and we don't give investment or legal advice.
How we work alongside your providers →Your plan's governance process, run for you and documented for you.
Learn more →Your plan's system of record, kept current by us.
Learn more →A yearly review of every provider serving your plan, prepared for your committee.
Learn more →Service provider searches run end to end, on a consistent and documented basis.
Learn more →Because we're independent of your advisor, we can run that review with no stake in the outcome.
Run an RFP to compare your current provider against the market.
See how your plan's fees compare with peer ranges, and document the committee's review.
Put a recurring review of every service provider on the calendar, and keep it there.
Your history, fee data and decisions stay with the plan, not the provider. New members can see what was decided, what it was based on, and why.
Reviews, searches and decisions are kept in one record that belongs to the committee, whoever your providers are.
Providers change between contracts. Your committee has to notice.
We do the recurring work behind your committee's process, so the process is consistent and the record is complete.
Most of a plan's fiduciary history sits with its providers: in your advisor's reports, your recordkeeper's portal, someone's inbox. When a provider changes, much of it goes with them. Perseptiv keeps the record with the plan, so a change in providers or people doesn't mean starting over.
How we keep the record →A 30-minute conversation about your committee, your providers and your current process.