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Retirement Search Menu

Written by rob g

Updated at August 18th, 2021

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Overview

Location

You can search a state by county or zip code radius. Use the orange toggle link to the right of the field to switch between the two.

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Plan Features

These are the features of the retirement plan such as ESOP, 401(k), self-employed, etc. Particularly helpful for identifying atypical plan types.

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Industry

Benefit data sets are industry identified using NAICS codes. The industry filter provides broad group targeting.

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Active Participants

Use to target plans based on number of participants. It works as a closed-end range (e.g. 100 to 200) or you can use one range to set a minimum (e.g. 100 to ___) or maximum (e.g. ___ to 100) number of participants.

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Assets

Use to target plans based on asset size. It works as a closed-end range or you can set a minimum or maximum asset value.

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Commission

Use to target by commission amount. Works same as participants or assets. 

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Provider

Target by current provider. We are unable to provide a pick list due to volume of names. We are working on a possible name match to choose from while typing in the name. 

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Company Name

Look up a prospect by company name. 

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Retirement List View

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