New Client Prospecting

Plan Data Intelligence

Advantages for your business development efforts:

  • Quickly and accurately identify new client relationship opportunities.
  • Better prepare for the initial meeting with potential new clients with valuable insight about
    a plan and about specific improvements you can offer.

View our short introduction to this powerful new tool and click here for a short demo of our operational benchmark reports.

Also Includes Operational Benchmarking

A operational Benchmark Report is also available on's Plan Data Intelligence prospecting tool for no addtional cost. See Plan Data Benchmark ReSource for more information.

ForceManager 5500 New!!! has been selected as the exclusive data provider for ForceManager 5500. ForceManager 5500 is the first Sales Enablement tool to combine plan data intelligence with a robust CRM. ForceManager 5500 makes it possible to analyze, search, and visualize geolocated plan sponsors from within the CRM, for a better prospecting experience. ForceManager 5500, with its lower price points is a perfect complement to's premium product, Plan Data Intelligence. Plan Data Intelligence provides state-of-the-art search capabilities with best-in-class operational benchmark reporting.

Free Search Tool

We also offer a completely free 5500 search tool ( Free 5500). Click here to instantly get access to this useful tool.

The Plan Data Intelligence ReSource offers a powerful and very valuable data mining tool. We offer searching Form 5500 data, similarly as do other products; however, we also offer the ability to search the 5500 Filing attachments. This allows a fast full-text search of over 2.0 million pages of form attachments. It also includes a tool to find email address for plan sponsors.

Plan Data Intelligence gives you the ability to gather insight and information from the 5500 filing as well as look into the details inside the plan. Click here to learn more.

The ReSource allows you to customize your analysis by categories such as: Location, Plan Type, Sponsor Type, Asset Range, Participant Count, Average Participant Account Balance and other criteria.

Our revolutionary platform empowers you with a state-of-art and user-friendly interface giving you access and insight into the database rich with opportunities.