For Advisors & Consultants
Find Plans Worth Calling, and Know Their History
Search 1.3 million retirement plans by size, location, industry and provider. Every plan page lays out ten years of filings: assets, participants, providers and what they're paid, the fund lineup, and each change along the way.
Plan search, filtered to one state: 30,073 plans with their size, growth, recordkeeper and tenure.
What You Can Do
- Prospect Lists
- Plans in your territory by size, industry, plan type, recordkeeper or current advisor.
- Meeting Prep
- A plan's history on one page: growth, providers, fees, lineup, late deposits and the audit opinion, so you lead with facts.
- Competitor Books
- The plans another advisory firm reports on Schedule C, with their assets and recordkeepers.
- Plan Ratings
- Every plan scored against similar plans on savings, employer contributions, cost, governance, design and outcomes, with the numbers behind each score.
Of the 1,144 Massachusetts 401(k) plans with 100 to 500 participants that list their providers, 598 list no advisor.
Questions You Can Answer
Each answer traces back to a plan's own Form 5500 and its attachments, so you can show your work.
- Which 401(k) plans with 100 to 500 participants in my state have no advisor on file?
- What has this plan paid its recordkeeper each year, and when did it last change providers?
- Which plans did a competing advisor pick up in the last two years?
Also for Asset Managers and Recordkeepers.
See RetireFax on Your Own Market
A 30-minute walkthrough on the plans, providers and funds you sell to.