Streamline Plan Prospecting with Data-Driven Insights

Comprehensive prospecting and plan administration solution tailored for record keepers, advisors, third-party administrators (TPAs), and Registered Investment Advisors (RIAs).

Driven By Industry Leading Pension Data

Empower your business with Pension Analytics, a comprehensive sales analytics platform meticulously designed for the pension industry.

Built on a refined dataset of over 800,000 DOL defined benefit plans, our platform ensures data consistency and reliability through rigorous cleaning and validation. Using a sophisticated 5-star clustering algorithm, it delivers targeted prospect lists, identifies key decision-makers, and optimizes workflows. Seamlessly integrating with CRM systems, Pension Analytics transforms data into actionable insights on plan sponsor behavior, communication preferences, and market segmentation—streamlining operations and driving growth.

Plan Sponsor Report

Quick Targeted Prospecting

Geolocation Mapping

Advanced Search Capabilities

Plan Sponsor Benchmarking

AI-Powered Chatbot

Targeted Search Tools

Industry-Leading Support

Add Linkedin URL

Simplify Pension Plan Prospecting with Industry Leading Data

Streamline prospecting and plan administration with AI-powered insights, targeted searches, and customizable reports—empowering financial professionals to identify opportunities, boost efficiency, and drive growth.

Targeted Search & Filing Insights

Quickly analyze Form 5500 filings and attachments to uncover high-value prospects. Flexible filters and AI-powered search tools enable precise targeting based on plan size, location, and demographics.

Better Prospect Lists & Outreach

Simplify prospecting with AI-driven tools for list building, email generation, and CRM integration—streamlining outreach and boosting conversions.

Plan Sponsor Reports

Generate customizable plan sponsor reports to track financial performance, simplify compliance, and support strategic decisions.

Frequently Asked Questions

1. How does Pension Analytics help with identifying new client opportunities?

Pension Analytics provides access to Form 5500 data and attachments, enabling a comprehensive search of over 800,000+ plans and 2 million pages. This allows businesses to identify potential clients quickly using customizable filters like location, asset range, participant count, and more, empowering users to make data-driven decisions about new client relationships.

2. What is Pension Analytics, and how can it benefit my business?

Pension Analytics offers detailed analytics to Recordkeeping (RK) and Third-Party Administration (TPA) industries. With features like firm dashboards and the ability to search by specific criteria, Pension Analytics helps RK and TPAs optimize prospecting efforts, and make informed strategic decisions with multiple key performance indicators (KPIs).

3. How can Pension Analytics improve my strategic planning?

By utilizing over 800,000+ plans and industry leading analytics, Pension Analytics provides valuable insights, Pension Analytics offers custom plan report generation and prospecting, helping you better understand your plan’s performance and make data-driven planning decisions.

To make requests for further information, contact us

Email: contacts@pensionanalytics.ai

Phone: +1 678-820-8260