RFP Director

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 service providers. 

Interested in becoming a super fiduciary? Check out our software pricing bundle!