How to Utilize RFP Express

Streamline your proposal process and win more business with RPAG’s RFP Express. This session will walk you through how to use the tool to quickly gather, compare, and present retirement plan provider proposals using the RPAG Portal.

• How to submit a request and receive quotes from leading recordkeepers
• Ways to benchmark fees, services, and investments with just a few clicks
• How to present results through side-by-side visuals and output-ready reports
• Best use cases to leverage RFP Express for both existing clients and new prospects

Whether you're conducting due diligence or prospecting for new business, RFP Express is your shortcut to smarter and faster proposals.

Wednesday, June 25 at 10 a.m. PT/ 1 p.m. ET

• Christian Cardenas Being in the retirement industry for 6+ years, Christian has seen the ups and downs of what it takes to run a retirement-focused book of business. RPAG has all of the resources you need to make sure your retirement plans are running at their highest efficiency. His hyper-focused knowledge and experience in benchmarking plans with RPAG have allowed him to help other advisors nationwide in giving them the best RFP resources in the industry.

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