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
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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.