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Prospect Goldmine Database

With the 401kExchange Prospect Goldmine Database, providers and advisors identify qualified leads and make the first step to connecting with plan sponsors interested in changing providers or fund choices.

Providers subscribed to Prospect Goldmine Database have repeat success in targeting qualified sponsors in their geographical area, identifying best sales prospects for specific marketing programs, selecting sponsors that match targeted criteria, and retrieving current, detailed information on each prospect. This sales tool is ideal for your in-house efforts or to support your top producers.

Prospects Qualified

Plan sponsor responses regarding the effectiveness of their current service providers;
Intelligence gained through direct surveys of hundreds of thousands of 401k plan sponsors;
Prospecting Strategies - specific tips for finding qualified prospects.

Comprehensive Market Intelligence

Current, comprehensive information on over 1.3 million qualified plans;
Fund Manager, Plan Administrator and plan features data not found in 5500 filings;
Analytical information such as ROI, Average Account Balance, Participation Rates, and % Eligible who are Highly Compensated;
Hundreds of carefully selected fields of information.

Easy to Use

Choice of summary or detailed reports, plus a custom report capability;
Powerful, user-friendly search software;
Data easily exports to ACT, Outlook and other contact management software;
Links with 401kExchange services including Provider Ratings, Provider Directory / Due Diligence Comparison Reports, RFP-Quotes/Analyses, Fund Performance Reviews, Lead Services, Retirement Advisor Directory and the Retirement Advisor Resource Center;
Free phone access to Customer Support Specialists & 401(k) Technical experts;
Works best with Microsoft Internet Explorer 6.0.

To subscribe or to receive more information, Register Now or please call toll-free 1- 877-777-401k or e-mail AdvisorSupport@401kexchange.com.

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Note: For new Prospect Goldmine subscriptions, 401kExchange will honor remaining time on existing contracts (up to six months) with other database services such as Larkspur Data, Judy Diamond and Pension Planet.