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Banks - How We Support You
Whatever your clients’ 401k/retirement plan needs may be, RPS supports
you and your customers with the following services:
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We work with you to identify and
target your business customers by using what we believe are proven marketing
techniques developed by RPS.
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We coordinate the sales process
from the initial call to the completion of all necessary documents.
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RPS provides your client with a
customized comparative analysis on various 401(k)/retirement
plans available in the marketplace.
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RPS is experienced in helping
banks expand their corporate brand by private labeling a product
or working with a provider striving to increase the distribution of your
proprietary mutual fund.
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We provide the customer with the
necessary transition forms, a sample investment policy
statement, written plan minutes and regular ongoing service calls.
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Participant Educational/Enrollment
Meetings are coordinated by RPS to maximize the learning process
for your clients’ employees.
How We Support You
The Sales Process
Once the Sale Is Done |
