We offer state by state and national downloads of our retirement database and our employee benefit database. These downloads are available free for our platform members. Each file is available in CSV or XLSX format, and contains key details about each benefit plan as well as contact information for each lead.
We offer custom analytics services to answer a broad array of questions about the retirement and employee benefit industry. With our ten year historical database of all retirement and employee benefit plans, we can answer questions about share, growth, and competitive positioning across the industry. We also help clients develop custom segmentation and targeting plans based on deep analysis of the data.