401kScout:   401kScout is a comprehensive suite of web-based tools designed to provide the best in sales and due diligence reporting capabilities for the professional retirement plan advisor. 

401kScout provides three types of reporting capabilities allowing retirement plan advisors to compare record-keepers and investment choices for both plan sponsor prospects and existing clients.  

Demonstrate your value as an advisor!

kScout :  Record-keeper Benchmarking at its best!   kScout combines 401kexchange record-keeper satisfaction ratings, SPARK RFP information, provider profiles and generic pricing for up to four providers!  Perfect for early-stage meetings with plan sponsors who may be in the market to change, kScout reports offer an impressive and easy to understand snapshot of a sponsors incumbent plan performance and costs vs. alternatives available in the market.  An excellent way for an experienced retirement plan specialist to demonstrate their consulting capabilities!  

401kScout reports offer a complete five-part review of a plan including

• competitive comparison
• market profiles
• services comparison
• pricing benchmarked against industry averages (based on generic pricing provided by each provider)
• provider ratings*

See a sample Scout report

iScout Benchmarking: The perfect investment reporting and comparison tool for new plan sponsor prospects. iScout Benchmarking provides a side-by-side comparison of a plan sponsor’s incumbent fund choices and styles with a proposed alternative. Each report comes presentation-ready and is designed to promote a discussion of investment alternatives, fiduciary responsibilities, and overall plan quality. Advisors can load their logos as well as the sponsors’, and can include information about their advisory firm and insights about the investment menu.

iScout Benchmarking offers a complete four-part investment comparison and review:

• Sample Investment Policy Statement
• Comparison of the existing fund selections vs. proposed alternatives with simple “pass or fail” grading.
• A comparison of existing fund styles vs. a proposed alternative
• A list of key plan quality, service and fiduciary questions designed to promote thorough examination and discussion of incumbent plan quality.

Run a sample iScout Benchmarking Report

iScout Due Diligence:  Designed for the management of existing plan sponsor clients, iScout provides periodic monitoring, management and reporting capabilities for all your existing DC clients. Advisors simply input the investment selections of their existing accounts once into our proprietary web-based system, and iScout Due Diligence monitors the health of the investment choices, provides reports upon request, and even notifies advisors if there are investment matters that require their immediate attention.

Run a sample iScout Due Diligence Report

ATTEND AN iSCOUT PRODUCT DEMO WEBINAR!

Attending an iScout webinar is required to activate your iScout license

Join us for a comprehensive tour of the iScout Benchmarking and Due Diligence reporting tool during the pre-arranged time slots listed below!.

WEBINAR SCHEDULE: iScout webinars are conducted every Tuesday @ 2PM
Contact your Account Executive to attend
or email jbloom@401kexchange.com