ADVISOR RESOURCES

ADVISOR RFP

Advisors can now request a proposal from any TPA in the country as well as select up to three Recordkeepers that they would like the TPA to price. Easy and fast.

VIEW MY PLANS

View all of your proposals in your portal. Easily access any prospect and retrieve the RFP and all TPA and/or Recordkeeper proposals.

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ELITE'S DIGITAL TECHNOLOGY

In the past 12 months:

12,970

Retirement Plan Proposals

Produced for

5,740

Unique Advisors

Received a proposal from Elite representing

$39

Billion

in retirement assets proposed,
resulting in

$19.5

Million

in SOLD TPA plan revenues

TOMORROWS | TECHNOLOGY | TODAY