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 all of your proposals in your portal. Easily access any prospect and retrieve the RFP and all TPA and/or Recordkeeper proposals.
In the past 12 months:
Received a proposal from Elite representing
in retirement assets proposed, resulting in
in SOLD TPA plan revenues