• Current and comprehensive information on more than 1.3 million qualified retirement plans right at your fingertips.
• Identify the best sales prospects for specific marketing programs.
• Instant access to detailed information on each prospect, so you can close business.

The 401kExchange Prospect Goldmine database is the fastest way to connect with 401(k) plan sponsors who are interested in changing providers or plans. Now licensed by nearly 20,000 retirement professionals, Prospect Goldmine is the industry-standard prospecting and sales database used by advisors and plan providers.

Developed with the specific needs of retirement advisors in mind

Prospect Goldmine offers more searchable criteria than other 401(k) prospecting databases, so advisors can target qualified plan sponsors more effectively and increase their win rate. Powerful, user-friendly search tools let you target sponsors using more than 100 specific criteria including geographic area, asset size, number of participants, and plan features.

• Information updated monthly through our direct surveys of thousands of plan sponsors.
• Access to qualified leads. Plan sponsor survey responses indicate overall satisfaction with their current service providers.
• Fund Manager, Plan Administrator, and plan features data not found in 5500 filings.
• New data on 100,000 Keogh plans with more than $100,000 in assets, for those targeting high net worth individuals or single participant plans.
• Analytical information such as ROI, average account balance, participation rates, and % eligible who are highly compensated.
• Choice of summary or detailed reports, plus custom reports.
• Plan Summary or Mailing List Export capability.
• Data transfers into ACT, Outlook, and other popular contact management programs.
• Prospecting strategies. Specific tips for finding qualified prospects.
• Free phone access to 401kExchange customer support.

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.