Easily find 401(k) 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

Access 800,000+ retirement plans using 500+ advanced search fields. Prioritize leads with Red Flags and detailed Plan Financials and other prospect strength indicators.

Win New Business

Win New Business

Impress plan decision-makers with Plan Score Cards and customized analysis. Propose personalized solutions to prospective clients using dynamic talking points and performance-based benchmarking.

Implement Proven Strategies

Implement Proven Strategies

We’ve embedded best practices into every aspect of Prospector, from the Recommended Prospects and graphic-rich Report Builder to Industry Plan Researches and Analysis. Let us guide your business to winning prospects.

Powerful Tools to Prospect, Analyze and Close Leads

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Identify Leads

Employers often consider changing their retirement advisors because their plans experience shortcomings or evolving needs. We’ve learned from our most successful clients how to recognize these signs and designed Retirement Plan Prospector to help you take advantage of these precursors to change:

  • Red Flags: over a dozen plan characteristics that indicate possible problems in a plan’s design or administration.
  • Plan Score Card: evaluate a plan’s design and performance against other plans in the country, state, same industry or with similar asset levels or participant counts.
  • Detailed Plan Financials: find out how a plan’s performance has changed for key metrics in the past one, three and five years.
  • CRM-Friendly Export: upload any of our plan data and contact information into your other databases smoothly.

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Close Leads

We help you close your retirement leads by telling the right story with these features, accessible in Prospector+:

  • Advanced Plan Score Cards: evaluate a plan’s design and performance against other plans by state, industry, with similar asset levels or participant counts.
  • Performance-based Benchmarking: benchmark a plan sponsor against custom peer groups and analyze how well it’s doing across different metrics.
  • Pre-generated Talking Points: plain English description of how to address identified issues (Plan design, administration or performance) with the plan sponsor.
  • Dynamic Marketing Letters: dozen professionally written approach letters, dynamically pulling relevant data.
  • Graphic-Rich Report Builder: be prepared for your next client meeting in seconds.

Read More about Prospector+

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Strategic Analysis

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

  • Map-Based Insights: graph results on a map of the US, or an individual state, uncovering national and regional trends
  • Industry Plan Research & Analysis: Real time search results data analysis, calculating the median values across several key metrics of plan performance

View Packages & Pricing

 

Learn More About Retirement Plan Prospector+

Retirement Plan Prospector Offers 3 Levels of Access: Basic and Plus and Enterprise

Prospector Basic Prospector + Prospector

Enterprise / Multi-user Accounts
Identify Leads 500+ Searchable Data Elements check check check
Red Flags Plan Performance check check check
Export Capabilities check check check
Detailed Plan Financials check check check
Close
Leads
Contact Information check check check
Report Generation check check check
Plan Score Card check
(National)
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(National, State, Industry, Plan, Size)
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(National, State, Industry, Plan, Size)
Performance-based Benchmarking check check
Pre-generated Talking Points check check
Dynamic Marketing Letters check check
Strategic Analysis Map-based Insights check check
Industry Plan Research & Analysis check check
FREE TRIAL ORDER BASIC ORDER PLUS For a multi-user account with high-touch support and advanced training options, call us at 800-231-0669, option 1.


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