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

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Retirement Plan Lists

Average daily added plans

Plans in our database

average annual plan wins