When comparing plans and reviewing performance, it is important to benchmark the target plan against other 401k plans. Our retirement plan prospecting and data tools make this a snap. We include benchkmarks and stack ranking with every plan, which compares the plan in focus to other plans based on the entire dataset, the state,…
When searching for retirement or employee benefit plans, it is often useful to filter by participant size. Our ERISA search forms make it incredibly easy to filter out small plans. The video below shows how to do it — simply drag the “max” bar of participants to 100, then press search. Viola! You now…
We have launched a Free ERISA Analytics service where you can research and identify the top retirement and 401k plans in each state. We have captured the top 100 retirement plans in each state, with the ability to click on each retirement plan lead to identify historical assets, participant data, contact information, download 5500 forms…