• Streamline the RFP process.
• Receive RFPs from advisors and provide real-time pricing proposals online.
• Get your sales representatives involved in the process - don't wait to be contacted.

Introducing 401kNavigator, a new online service from 401kExchange that revolutionizes the process of generating proposals and conducting due diligence.

Designed to save retirement advisors valuable time, 401kNavigator is an automated proposal-generation system that dramatically streamlines the vendor search and RFP (Request for Proposal) process for the 401(k) industry. 401kNavigator handles the due diligence research and prepares a customized, consolidated report with real-time pricing, so advisors can focus on closing the deal.

Drawing upon 401kExchange's industry-leading databases and services -- combined with landmark DCP studies from the Boston Research Group -- 401kNavigator delivers powerful capabilities not found anywhere else in the industry.

Cast a wider net, capture more sales

When you are listed in the 401kNavigator database of providers, you tap into a ready-made pipeline of qualified sales leads and RFPs, which can be responded to more quickly than ever.

The web-based Navigator service allows advisors to submit plan-level data to providers, who then generate a direct proposal online with real-time pricing. Providers can respond to, manage, and track RFPs more efficiently than current RFP systems allow. Navigator's electronic "proposal" can be completed in a matter of minutes to best leverage the time of your sales desk and wholesalers.

Up to seven providers on each case can respond to customized proposals with real-time pricing based on specific fund line-ups. After receiving proposals, 401kExchange then prepares a personalized provider due-diligence report for the advisor.

See a sample Navigator report