Why partner with benefitRFP?

benefitRFP is the number one benefit planning partnership for savvy individuals, forward-thinking businesses, and top financial advisors in today’s competitive market.

benefitRFP combines innovative financial technology with the best-in-class practice management to provide a comprehensive overview for success.

Our goal is to give clients peace of mind knowing they are receiving the best, most objective financial advice and getting back their most precious asset of all – time.



Utilizes quantitative results from award-winning A.I. technology to pinpoint a suitable benefit plan based on your specific needs.



Identifies and organizes over 250 points of reference to fund your plan – presented in a format that makes comparison and informed decision-making simple.



Analyze your complete results for retirement financial goals and savings with our experienced and supportive consultants.

Got questions? We're here to help.

Ask a benefitRFP expert how they can help regarding your business planning, executive benefits, and wealth management.

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