American Express Offers Paperless RFP

March 14, 2001 ( - Plan sponsors tired of wading through reams of vendor generated paper RFPs now have an alternative.

American Express Retirement Services now offers an Interactive RFP Response CD ROM, customized to each request for proposal (RFP), including:

  • The specific request for proposal response and fee summary
  • Sample documents requested in the RFP, and sample reports
  • Investment fact sheets and mutual fund prospectuses
  • Samples of customized employee education materials, as well as samples of American Express’ standard education tools, materials and a video clip
  • Web links to demos on the American Express Web site

The CD-ROM is provided with each RFP response, but no special software is required (other than a Windows PC with a CD ROM drive).  Sample reports are retrieved using Adobe Acrobat Reader (free software provided on the CD) or MS Office.

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The Interactive RFP Response CD-ROM replaces the floppy diskette that American Express used to provide with each RFP response, but also contains digital copies of all of the materials requested in the RFP process.