Introducing RFP Director: The New RFP Solution for the Retirement Partners Tool Suite

Over the last two years, we have been working with Tool Suite subscribers to improve the RFP solution in the Tool Suite offering. Based on extensive feedback and trials, we made the decision to replace the current tool, SearchPro with a new provider benchmarking solution, RFP Director.

RFP Director is an enhanced offering and incorporates the following features:

§  Fully automated RFP process, providing ‘apples to apples’ comparison of provider capabilities

§  Streamlined RFP process that can generate reports in minutes

§  Ability to add custom questions and build custom templates

§  Advisor assigns numerical weight to evaluation categories based on plan sponsor needs

§  Intuitive navigation

§  Fully integrated into Fiduciary Monitoring System, allowing seamless plan creation for chosen line-ups

§  Completely customizable output

RFP Director is available now to all Tool Suite subscribers. To access this new tool, simply sign in to the Fiduciary Monitoring System and follow the link to RFP Director. If you are currently using SearchPro, it is still available to you until April 30, 2014. You may choose to complete open RFPs in that system, or move that information over to the new tool to complete. You will want to enter all new RFPs into RFP Director.

We understand that moving to a new tool and process can be cumbersome. In order to adequately support your experience, we are offering bi-weekly live training on this new tool beginning this week and continuing through the end of March. If you are unable to attend a live session, all webinars will be recorded and accessible on ClientsFirst the next day.

LPL Retirement Partners prides itself on the focus and attention it gives to building the best tools in the industry to support your retirement plan business. We work with advisors and their office staff every day to turn your feedback into solutions. RFP Director is another example of our ongoing dedication to your success.

Thank you for subscribing to the LPL Financial Retirement Partners Tool Suite. As always, we appreciate your business and we know this new tool will add value and efficiency to your office. If you have any questions or concerns, please contact your Retirement Partners Consulting Group at (866) 383-4015 or email .

Sincerely,

Adam Sokolic
Senior Vice President, Retirement Partners

March 26, 1PM PST:

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Meeting information
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Topic: RFP Director - Advisor Training
Date: Wednesday, March 26, 2014
Time: 1:00 pm, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 926 096 246
Meeting Password: (This meeting does not require a password.)
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To start or join the online meeting
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Go to https://lpl.webex.com/lpl/j.php?ED=277039737&UID=498594617&RT=MiM0
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Teleconference information
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Call-in toll-free number: 1-866-355-6431(US)
Show global numbers: https://www.tcconline.com/offSite/OffSiteController.jpf?cc=0043572
Conference Code: 004 357 2

March 27, 10AM PST:

Meeting information
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Topic: RFP Director - Advisor Training
Date: Thursday, March 27, 2014
Time: 10:00 am, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 923 344 316
Meeting Password: (This meeting does not require a password.)
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To start or join the online meeting
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Go to https://lpl.webex.com/lpl/j.php?ED=277039892&UID=498594617&RT=MiM0
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Teleconference information
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Call-in toll-free number: 1-866-355-6431(US)
Show global numbers: https://www.tcconline.com/offSite/OffSiteController.jpf?cc=0043572
Conference Code: 004 357 2

April 1, 10AM PST:

Meeting information
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Topic: RFP Director - Advisor Training
Date: Tuesday, April 1, 2014
Time: 10:00 am, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 923 543 977
Meeting Password: (This meeting does not require a password.)
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To start or join the online meeting
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Go to https://lpl.webex.com/lpl/j.php?ED=277040017&UID=498594617&RT=MiM0
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Teleconference information
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Call-in toll-free number: 1-866-355-6431(US)
Show global numbers: https://www.tcconline.com/offSite/OffSiteController.jpf?cc=0043572
Conference Code: 004 357 2

April 3, 1PM PST:

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Meeting information
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Topic: RFP Director - Advisor Training
Date: Thursday, April 3, 2014
Time: 1:00 pm, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 920 728 963
Meeting Password: (This meeting does not require a password.)
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To start or join the online meeting
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Go to https://lpl.webex.com/lpl/j.php?ED=277040057&UID=498594617&RT=MiM0
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Teleconference information
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Call-in toll-free number: 1-866-355-6431(US)
Show global numbers: https://www.tcconline.com/offSite/OffSiteController.jpf?cc=0043572
Conference Code: 004 357 2

April 8, 10AM PST:

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Meeting information
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Topic: RFP Director - Advisor Training
Date: Tuesday, April 8, 2014
Time: 10:00 am, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 922 108 875
Meeting Password: (This meeting does not require a password.)
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To start or join the online meeting
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Go to https://lpl.webex.com/lpl/j.php?ED=277040407&UID=498594617&RT=MiM0
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Teleconference information
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Call-in toll-free number: 1-866-355-6431(US)
Show global numbers: https://www.tcconline.com/offSite/OffSiteController.jpf?cc=0043572
Conference Code: 004 357 2

April 10, 1PM PST:

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Meeting information
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Topic: RFP Director - Advisor Training
Date: Thursday, April 10, 2014
Time: 1:00 pm, Pacific Daylight Time (San Francisco, GMT-07:00)
Meeting Number: 927 298 829
Meeting Password: (This meeting does not require a password.)
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To start or join the online meeting
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Go to https://lpl.webex.com/lpl/j.php?ED=277040947&UID=498594617&RT=MiM0
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Teleconference information
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Call-in toll-free number: 1-866-355-6431(US)
Show global numbers: https://www.tcconline.com/offSite/OffSiteController.jpf?cc=0043572
Conference Code: 004 357 2