Develop custom lead and prospect lists for 401k retirement plans. We help you segment and target specific retirement plans from over one million plans in our database based on the criteria that matter for your business. Segment on geography, company size, industry, assets, and hundreds of other variables.
Easy to Use Lead Data
We customize our lead data to suit your needs from our constantly updated 10 year historical database of ERISA 5500 data. Each listing contains plan information such as assets, employees, industry, address, phone, and company contact information. We can supply many more fields such as recordkeepers, asset managers, links to the 5500 forms, and much more.
Our retirement and 401k analytics platform delivers advanced searching and filtering of 401k and employee benefit plans. Filter by hundreds of variables to identify the most promising targets for your business. Free ERISA 5500 downloads and benchmarks. Hot prospects for account switching and rollovers identified with our algorithms.
The data was super high value for us. The speed we gained in targeting and closing clients paid for itself on the first call.
High Value Pricing
Our prices start as low as $39 monthly for individual advisors. With our free trial, you can get unlimited access to our entire retirement and employee benefit analytics platform for the next two days to give us a test drive. Enjoy national unlimited free ERISA 5500 searches, company profile views, and 5500 form and attachment downloads. Try it today!
In order to deliver much more value more quickly, we offer a free conversation (even via email) to develop a custom lead list specific to your business. Our approach is simple: we have a conversation with you to understand your needs, we develop a sample lead list and prioritization and custom pricing, then we iterate a final solution and delivery schedule based on your feedback. You don’t pay until you’re happy, and your satisfaction is guaranteed.
Give us a call, email, or fill out the form and we will be in touch with you ASAP to develop your custom 401k lead list and answer your questions. We look forward to working with you.