Now featuring ...

Fiduciary Analytics Compliance Toolkit (F.A.C.T.)

Click here to view a PowerPoint description of PGM / F.A.C.T v4.0
(PowerPoint viewer available here.)

PGM has long been the industry standard for qualified plan prospecting databases, and is now an even more powerful tool to help get you hired! Now featuring the Fiduciary Analytics Compliance Toolkit (F.A.C.T.), a dynamic tool that analyzes 5500 filings to uncover potential fiduciary concerns of Plan Sponsors. Uncover potential fiduciary risks in the areas of:

Administration	ERISA
Communication	Investment
DOL / IRS	Plan Type
Education	Service & Satisfaction Ratings

Demonstrate your value by providing specific actionable intelligence during your meetings with plan sponsors.

Get detailed and current information on more than 1.3 million qualified retirement plans. Search for sponsor prospects using 100+ search criteria, and download a calling/mailing list in your area. Export detailed F.A.C.T. reports to help illustrate your value to the plan sponsor. Click here for a sample F.A.C.T. Report.

he 401kExchange Prospect Goldmine database is the fastest way to connect with 401(k) plan sponsors who are interested in changing providers or plans. Now licensed by nearly 30,000 retirement professionals, Prospect Goldmine is the industry-standard prospecting and sales database used by advisors and plan providers

Developed with the specific needs of retirement advisors in mind

Prospect Goldmine / F.A.C.T. offers more searchable criteria than other 401(k) prospecting databases, so advisors can target qualified plan sponsors more effectively and increase their win rate. Powerful, user-friendly search tools let you target sponsors using more than 100 specific criteria including geographic area, asset size, number of participants, and plan features.

Information updated monthly through our direct surveys of thousands of plan sponsors.

Access to qualified leads. Plan sponsor survey responses indicate overall satisfaction with their current service providers.

Fund Manager, Plan Administrator, and plan features data not found in 5500 filings.

New data on 100,000 Keogh plans with more than $100,000 in assets, for those targeting high net worth individuals or single participant plans.

Analytical information such as ROI, average account balance, participation rates, and % eligible who are highly compensated.

Choice of summary or detailed reports, plus custom reports.

Plan Summary or Mailing List Export capability.

Data transfers into ACT, Outlook, and other popular contact management programs.

Prospecting strategies. Specific tips for finding qualified prospects.

Free phone access to 401kExchange customer support.