OUR STORY
benefitRFP utilizes cutting edge technology to provide clients and consultants with state-of-the-art planning systems to ensure they both receive planning solutions tailored to their company-specific needs.
Who we are.
benefitRFP, Inc (bRFP) is a direct, high-end national provider of Executive Benefit Plan solutions, using high speed data technology, service, and integrity to help simplify the complex world of executive benefit planning.
Headquartered in Sacramento, California, benefitRFP, Inc. combines various products and services from leading investment and insurance product manufacturers with robust and cost-competitive administrative solutions, while offering corporations a one-stop-shop for corporate executive benefit solutions.
Why it works.
These solutions, combined with benefitRFP’s custom technology – the benefitMATRIX™, LiSPT™, benefitDIAGNOSTIC™, and the planBUILDER™ – help enable companies attract, recruit, retain, and reward their top talent.
benefitRFP is comprised of knowledgeable staff and advisors dedicated to clients and industry partners. Over 25 years of experience in the field has allowed us the privilege of working with thousands of large, privately-held companies as well as Fortune 100 clients.
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2018 US Commerce Excellence in Financial Servicing
Excellence in Financial Services

2019 Celent International A.I. Award Winner
Asset and Risk Management

2019 A.I. Global Media International Finance Award Winner
Client A.I. Risk and Wealth Management
No more guessing.
Welcome to your one-stop spot for all technologies and services related to benefitRFP. Click the button below to learn more about how benefitRFP can improve the executive benefits process for both advisors and clients.
Got questions? Let us know.
Ask a benefitRFP expert how they can help regarding your business planning, executive benefits, and wealth management.