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Overview

RFP Director is your guide to the Retirement Plan Service Provider search and selection process.

We have helped Retirement Plan Advisors conduct over 2000 Service Provider RFPs for Plans ranging from $50,000 - $800,000,000, as well as start-up 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 Service Providers. 

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Key Features

Easy RFP Setup & Distribution

  • Simple configuration of the RFP
  • Distribute instructions, line-ups, questions, and attachments
  • Create templates for all configuration steps
  • Auto email invitations to Providers
  • Modify and update RFP as needed

Extensive Provider Availability & Data

  • Over 75 Retirement Service Providers available
  • Provider Capability Database
  • 270+ Provider Capabilities
  • Access standard marketing material

Flexible Reporting

  • End-to-End Reporting
  • Brand reports to your company colors and logos
  • Configure custom report sections
  • Include commentary and service evaluation of Provider proposals

FiRM Integration

  • Import investment lineup and balances from plan's setup in FiRM / FirmPlus.
  • Single-Sign-On from the FiRM homepage / FirmPlus main navigation.
  • FiRM / FirmPlus Investment Analytics can be produced in reports.

Powerful Capabilities

  • Full RFP or Benchmarking 
  • Provider Screening 
  • Full control over submitted provider proposal data
  • Apples-to-Apples comparison of pricing, investment lineups, question responses, and more.

Solutions For All Sizes

  • Configurable for Enterprise Solution
  • Supports B/D Centralized Service Centers
  • RFP Outsourcing Service available -- We run your RFP for you!
  • Flexible Pricing
    • Single/Multiple Subscriptions
    • Enterprise Annual Fee
    • B/D Centralized Home-Office