Advantages for your business development efforts:
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 ATTACHMENTS! This allows you to search for a specific asset provider, asset or asset class among other search terms. It also includes a tool to find email address for plan sponsors.
This new ReSource 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.