Easily find 401k and pension leads with advanced filtering and analytical tools.

Retirement Plan Prospector

Retirement Plan Prospector empowers you to:

Focus on the Right Leads

Focus on the Right Leads

Target and prioritize leads with Red Flags and other prospect strength indicators.

Win New Business

Win New Business

Impress plan decision-makers with Plan Score Cards and customized analyses that prepare you to propose solutions for your prospective clients from the very first meeting.

Implement Proven Strategies

Implement Proven Strategies

We’ve embedded best practices into every aspect of Prospector, from the key facts and figures we’ve highlighted to the Recommended Prospects and graphic-rich Report Builder. Let us guide your business to winning prospects.

Easy and Powerful Prospecting Tools

Red Flags

Red Flags

Identify plans that might be dissatisfied with their current retirement programs with more than a dozen Red Flags, including:

  • Issued corrective distributions.
  • Bottom 10% in average account balance.
  • Reduced employer contributions.

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Red Flags

Plan Scorecard

The Plan Score Card summarizes a plan’s value as a prospect, and will help you easily measure the performance of a plan. Score Cards include:

  • Plan Score.
  • Plan Score Barometer, which puts the Score in context of the plan’s peers’ scores.
  • Plan grades on key metrics, such as average participant contributions and participation rates.

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Plan Score

Intuitive Search Tools

Intuitive Search Tools

Bold new search tools make finding the right prospects quick and easy.

  • Basic search as well as 400+ advanced search fields.
  • Save search terms for repeated use.
  • Recommended Searches employ best practices with a single click.

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Intuitive Search Tools

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