For qualified advisors: Targets, sets, and confirms exclusive meetings with qualified sponsors. We provide the intelligence on the sponsor's current plan and a specific time/date appointment. You close the deal. Registered advisors only; click here to register.

The Prospect Goldmine Database has long been the industry standard for qualified plan prospecting, with comprehensive data on over 1.4 million qualified retirement plans. Now enhanced with the Fiduciary Analytics Compliance Toolkit (F.A.C.T.), advisors now have access to the most powerful tool in the industry to locate prospects, analyze Form 5500 and identify potential fiduciary concerns of Plan Sponsors.

Jupiter Distribution Partners offers select qualified retirement plan advisors a “hybrid” solution combining qualified leads, sales support, benchmarking and due diligence services and access to quality investment choices for defined contribution plans.

Get real-time advisor support through a call center staffed by ERISA specialists. Qualified consultants offer a wealth of practical knowledge in the areas of retirement program design, sales support and operational rules.

Find providers with the right mix of products and services that meet the specific needs of your business and plan sponsor clients.  We provide direct contacts for product information and selling agreements! Registered advisors only; click here to register.

Learn about investment providers with a dedicated focus on the needs of retirement plan advisors and suitable products and investment options for retirement plans. Registered advisors only; click here to register.

UCLA’s Anderson School of Management in partnership with 401kExchange offers the nations first and only training and certification program for the dedicated retirement plan specialist, from a nationally recognized University. Online and Regional classroom instruction is conducted across America year round.   Enroll now and differentiate yourself from the competition! 

The perfect investment reporting and comparison tool for new plan sponsor prospects. iScout Benchmarking provides a side-by-side comparison of a plan sponsor’s incumbent fund choices and styles with a proposed alternative.

Designed for the management of existing plan sponsor clients, iScout provides periodic investment monitoring, management and reporting capabilities. Produce clear and customized investment committee reports for all your existing DC clients.

See how plan sponsors rate their satisfaction with providers and make informed vendor choices.  Ratings are based on over 40,000 annual plan sponsor telephonic surveys. 

The 401kExchange Provider Comparison Report allows you to compare 401(k) products and providers in a customizable spreadsheet format according to your criteria.

Our weekly newsletter brings you the latest insights, market intelligence, and industry news to help you stay informed on latest developments that may impact your business.   A “must have” free resource for any advisor with a serious interest in the company retirement space!  To subscribe, enter your email in the Newsletter Sign-up box in the upper right hand corner of this page.