The King of Pension Funds — NEW GOLD EDITION

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"Two years ago, I was promoted to oversee the 401k business for a small and asset management firm that is owned by a regional bank. [Your] site was user friendly and easy to sort plans by cities where my company has bank locations.

As a "corporate fiduciary" this was the narrow, strategic focus that I needed to research plans that were in our target market. Using this approach, we increased our new plans last year in 2009 by 30% and are looking to do the same goal if not more in 2010! I use this site many times a week when speaking with clients over the phone. The clients appreciate that I have already done my homework prior to our initial meeting."

--Vice President at a Trust & Management Company

The new Gold Edition of the King of Pension Funds provides both the most current retirement plan data available as well as Historical data going back to 1999 of Form 5500 filings. This premier edition of our popular King of Pension Funds database will help you find the prospect and complete the sale. Our ready-made selling points are designed to impress, and our new suite of analytical tools can assist you in better understanding your marketplace.

The Gold Edition of the King of Pension Funds includes:

  • Up-to-date verified contact names on large prospects (100+ employees), with email addresses for nearly 50%
  • Four updates a year, included at no additional cost, to keep your data current
  • Historical data going back to 1999
  • New Diamond Metrics of Plan Performance
  • An objective prospect ranking system
  • A powerful toolset for in-depth market research and analysis
  • Graphs to fit any presentation
  • A completely redesigned user interface

Why Gold?

For over twenty years, our databases have helped financial service professionals find new prospects by providing data from the Form 5500. A detailed analysis of our clients selling process convinced us that we could do more than just provide data. With this philosophy in mind, we created the new Gold Edition: it's easier to use, offers powerful analytical tools and provides ready-made selling points you can take directly to your prospect. And, since having the most up-to-date information is always critical to making the sale, we now update 4 times a year.

The Gold Edition of the King of Pension Funds is full of new tools designed to help you sell. We spoke with our most successful clients about how they use our products to make sales, and have turned their feedback into a set of easy to understand metrics. These metrics will save you hours of number crunching and analysis, so you can spend less time doing the homework and more time making the sale.

Comparison of features between the Standard and Gold editions:

King of Pension Funds
Feature
Standard
Gold
The most recent 5500's
Quarterly Updates
Names of Key decision makers
Newly redesigned interface
Email Addresses of key decision makers  
3 New Diamond Metrics of plan performance  
JDA exclusive ranking system  
Advanced analytical toolset  
Historical data going back to 1999  

For more information, see a complete review of the new features, and Frequently Asked Questions.

For customers interested in purchasing the entire database or viewing a country-wide demo please call us at 800 231 0669.

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JDA Online version, with pre-selected geographic areas.