King of Pension Funds

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Sample, Short Report Sample, Full Report

The Ultimate Pension Prospecting Tool now Features:

	Every qualified pension plan in the country online or on a single cd-rom. Prospect over 746,000 form 5500 records complete with asset sizes and fully updated contact info in the National Edition.
	An easy-to-use searchable interface that allows you to quickly find the best leads in your area.
	Every Defined Benefit and Defined Contribution plan at your fingertips, including 401(k)s and ESOPs.
	Full mail merge, label making, and export capabilities.
	19 professionally written marketing letters.
	The ability to identify companies with non-qualified deferred compensation plans.
	12 TELEPHONE SCRIPTS written with cold calls in mind.
	The Six Diamond Metrics of plan performance; a totally new way to search for under-performing plans that can benefit from your assistance. See below for details.
	Unlimited free Tech Support.

The King of Pension Funds is the only prospecting tool you’ll need for the 401(k) and retirement market because it contains information on every plan that filed a 5500 with the government. To ensure your success, we’ve personally called all groups that have 100 or more participants in their plan to obtain the names of the HR/Benefits and Finance contacts. Any advisor will tell you that these names are critical for getting your calls and letters through to the right decision maker.

Bar graph of a plan's Six Diamond Metrics from its plan information screen.

The Six Diamond Metrics of Plan Performance (available online only)

To focus your marketing efforts on the best possible prospects, our research team has consulted with senior actuaries and plan experts to identify the Six Key Diamond Metrics of plan performance. They are:

Rate of Return
Rate of Return vs. S&P 500
Average 401(k) contributions
401(k) participation
Commission Rates
Investment Management Rates

Based on data found on the form 5500, 495,000 plans underperformed the S&P 500 during their most recent available plan year. How many of them are in your sales territory? There’s only one way to find out.