Posts about:

RFP Express

Person's hand holding a globe

We’re Not Just Streamlining the RFP Process, We’re Revolutionizing It!

RFP Express is a game changer for retirement plan advisors who want to provide higher touch service and grow their book of business. While customary live bid benchmarks will always have a place in maintaining plan compliance, RFP Express gives advisors a means of generating fast, accurate and revealing benchmarks in between taking plans to market every three to five years. Here are just a few reasons why this revolutionary platform is so different.

Read More
Moving fast in a tunnel with passing lights

RFP Express: Real Quotes at the Speed of Light

Keeping fees reasonable is a top concern for retirement plan sponsors. Rapid and accurate fee benchmarking is one of the best ways to help make sure clients aren’t paying excessive fees — and it can serve as a valuable prospecting tool to build your book of business.

Read More