About RetireFax
Retirement plans file a detailed public report every year, but the raw filings are hard to use. Firms are spelled dozens of ways, plans change numbers, and the fund lineup sits in a PDF attachment. RetireFax exists to turn that into a record you can trust.
Accuracy Before Coverage
A number we can't back up doesn't go in. Every cleaning rule is tested against the filings, and anything unclear is flagged rather than guessed.
Show the Source
Every figure traces back to a specific filing, so you can check it yourself and show your clients where it came from.
Independent
RetireFax isn't owned by a recordkeeper, an asset manager or an advisory firm, and it isn't affiliated with the Department of Labor.
Why We Built It
The people who sell to retirement plans make decisions on this data every day: which plans to call, which funds to pitch, which providers to displace. A raw filing shows one plan for one year. We connect every year, every provider and every fund, and hold ourselves to a simple test: every number traces back to the filing it came from.
- Retirement Plans
- 1.3M
- Plan Sponsors
- 1.19M
- of Filings
- 10 Years
- Fund Lineups
- 60,000+
Talk to Us
Questions about the data, coverage or a specific plan? We're happy to help.