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Prospect Goldmine Database provides detailed
information on over 1.3 million qualified retirement plans. Search for sponsor
prospects using any combination of 100+ search criteria, including plan
size and geographic area. |
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Receive
Prospect Pipeline Leads to sponsors who have expressed dissatisfaction with
their current plan, provider or advisor. Sponsors rate their overall satisfaction,
indicate if they are thinking of changing or searching for a new provider,
and why. |
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For qualified
advisors; The Exclusive Prospect Pipeline Appointment Program targets, sets,
and confirms qualified meetings with sponsors. 401k Exchange provides the
intelligence on the sponsors current plan and a specific time/date appointment.
Advisors close the deal. |
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Provider Intelligence Toolkit
is a comprehensive package, turning market intelligence into success:
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The Fiduciary Investment Reporting Manager (FiRM) from 401kExchange and the Center for Fiduciary Management provides investment policies and compliance monitoring for retirement plan sponsors. This new tool is exactly what advisors and providers need to support plan sponsors in fulfilling their due diligence responsibility. |
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Customized Case Design service increases
your win rate. 401kExchange's retirement experts do the research, due diligence,
and provide the presentation to better enable you to focus on closing the
deal. |
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