Question 1

How does Pension Analytics help with identifying new client opportunities?

Accepted Answer

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.

Question 2

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

Accepted Answer

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).

Question 3

How can Pension Analytics improve my strategic planning?

Accepted Answer

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.

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Experience It Live
Get Your Personalized
Demo!