Fiduciary Education, Designations, Training and Software | Fi360
Fiduciary Education, Designations, Training and Software | Fi360
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RFP Director is your guide to the retirement plan service provider search and selection process. We have helped retirement plan advisors conduct over 5,800 service provider RFPs, ranging from start-ups to $10 billion plans. RFP Director can be used for 401(k), 403(b), Defined Benefit, 457 and Cash-Balance Plans. Built from the ground up to work the way advisors work, RFP Director is designed to provide a digital experience for servicing the process of requesting and analyzing bids from retirement plan serv
The process of objectively comparing different Service Providers can be a laborious task in just the efforts to obtain accurate and current data. RFP Director makes this easy by capturing data from each Service Provider and allowing you to easily compare over 260 data-points side by side.
Your time is incredibly valuable, so why waste it? We specifically designed RFP Director to ensure that the process of creating and distributing Provider RFPs is easy, simple, and fast. Getting your RFP out-the-door only takes a few steps, and then you can get back to spending your time where it matters, with your clients.
Fiduciary Education, Designations, Training and Software | Fi360
Fiduciary Education, Designations, Training and Software | Fi360