Retirement Plan Database List
In this increasingly competitive and regulation heavy niche, there is more opportunity than ever as many larger firms have dropped smaller plans and even 401(k) plans overall to avoid risk.
Wealthy Participants
Small Plan, High Balance
Older Plans For Rollovers
Companies with no plan
Multiple advisor plans
Succession Plan
Negative asset growth
Underperforming plan
Average daily added plans
Plans in our database
average annual plan wins