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.

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.

Review detailed profiles of Recordkeeping, Administration, Bundled and Investment Only providers, with direct contact information for key sales and support personnel.   Detailed profiles accessible to Registered advisors only; click here to register.

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.

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.

The annual DCPI Conference has set the standard as one of the most unique, must-attend conferences in the Defined Contribution industry. This event is by-invitation-only, specifically reserved for financial advisors with a dedicated focus in the company retirement plan industry. Industry exhibitors, advisors and their guests attend DCPI annually for industry insight from esteemed guest speakers and for networking opportunities with fellow successful retirement plan professionals®.