Save time and grow your business with RFP Express!
We all know that advisors should benchmark a plan every 3–5 years by getting live-bid quotes from alternative providers. But getting quotes and compiling that information is extremely laborious and often goes undone. Additionally, putting your best foot forward for prospects is a chore! That is why we built RFP Express - the industry's most accurate and efficient RFP system. RFP Express revolutionizes the retirement plan pricing process by providing instant quotes from the industry's top recordkeepers in a matter of seconds.
RFP Express - Instant Quotes from Top Providers
RFP Express™ revolutionizes the retirement plan pricing process by providing instant quotes from the industry's top recordkeepers in a matter of seconds. RFP Express™ joins the RPAG Provider Analysis™ live-bid RFP system, and the PlanFees Prism™ annual fee benchmarking system to round-out the firm’s Fee Benchmarking Suite. By leveraging the apples-to-apples comparison format of Provider Analysis™ with the speed and intuitive interface of PlanFees Prism™, RFP Express™ streamlines the RFP process and provides unparalleled convenience to retirement plan advisors and consultants.
Working with the industry’s top recordkeepers, RFP Express gives advisors the most accurate, instant, and revealing RFP process available. RFP Express contains plan specific pricing algorithms from many of the top recordkeepers, allowing for instant quotes on plans up to $10 million in assets or more.
With RFP Express, advisors can easily access the information needed to make informed decisions about retirement plans. The process is simple, fast, and user-friendly, making it easier than ever to get quotes from top recordkeepers. RFP Express marks an exciting step forward in RPAG’s mission to provide retirement plan advisors with the most comprehensive suite of technology, resources, and solutions and to help them create successful results for their clients and plan participants.
RFP Express Differentiators
- Instantaneous quotes help advisors determine reasonable fees and services
- Exclusive pricing scenarios from the industry's top providers
- Easy-to-use interface
- Instant or custom quotes from top providers
- Easy to present fee, investment, and service comparison report
- 5-minute turnaround for instant quotes
- 1 to 2-day turnaround for custom quotes
- Powerful sales resource, or provide RFPs to smaller clients