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Prospect Goldmine Qualified Plan Database

Target qualified prospects

  • Current, comprehensive information on over 1,000,000 qualified plans
  • Hundreds of carefully selected fields
  • Monthly Updates to contacts, plan features and service provider information not found in 5500-only databases
  • Powerful, user-friendly search software - data easily exports to ACT, Outlook and other contact management software
  • Prospecting Strategies - specific tips for finding qualified prospects
  • Instant access to Due Diligence Reports

Subscribers can target qualified plan sponsors in their geographic area, identify the best sales prospects for specific marketing programs, select those sponsors that match desired criteria, then instantly retrieve current, detailed information on each prospect.

Great reasons to use Prospect Goldmine to target sales prospects:
  • Most current and comprehensive qualified plan data available anywhere!
  • Intelligence gained through direct surveys of over 170,000 401(k) plan sponsors!
  • Information updated monthly!
  • Hundreds of carefully selected fields of information!
  • Far more service provider information than any other qualified plan database!
  • Fund Manager, Plan Administrator & plan features data not found in 5500 filings!
  • Plan Sponsor responses regarding the effectiveness of their current service providers!
  • Sales opportunities revealed, such as self-administered or self-directed plans; plans with old valuation methodologies, limited investment choices; & situations in which an alternate plan design or non-qualified plan may be attractive!
  • Valuable analytical information, like ROI, Average Account Balance, Participation Rates, and % Eligible who are Highly Compensated!
  • Details on Master Trusts and Plan Sub-Accounts not found in other databases!
  • Incredible user-friendly search software!
  • More searchable criteria than other prospecting databases!
  • Dozens of Recommended Prospecting Strategies!
  • Choice of summary or detailed reports, plus a custom report capability!
  • Data easily transfers into ACT, Outlook or other popular contact management programs!
  • Links with all 401kExchange services including Provider Ratings, Due Diligence Comparison Reports, Lead Services, RFP-Quotes/Analyses, and the Retirement Advisor Resource Center!
  • Free phone access to Customer Support Specialists & 401(k) Technical experts

To receive immediate access to the most current, comprehensive, and powerful qualified plan prospecting database available anywhere, or for more information, please call us toll-free 1-877-777-401K or e-mail prospectgoldmine@401kexchange.com.

For anyone who currently subscribes to another database service, like Larkspur Data, Judy Diamond or Pension Planet, 401kExchange will honor any remaining time on the existing contract, up to six months, by adding it to your Prospect Goldmine subscription for free.

Please note, Prospect Goldmine works best with Microsoft Internet Explorer 6.0.

 

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