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.

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).

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.

Pricing

Affordable Pricing Plans

Free

Best for Trial

Limited Time Offer

Get Started

What You get:
Reports

Plan Search
Plan Sponsor Details
Relationship

All Silver Reports
Sliding Scale with 5% discount for each increase of 10 licenses
API Integration
Custom Support
SDK to Dynamics and/or Salesforce

Affordable Pricing Plans

Free

Limited Time Offer

Silver

$ 100.00 /month

Gold

$ 100.00 /month

Free

Limited Time Offer

Silver

$ 1200.00 /year

Gold

$ 1200.00 /year

Customized Solutions are also available which include an API and Custom Support for over 50 users.

To make requests for further information, contact us

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