Finding Plan Sponsors - Mining the Data

Pension Profile (TM)

Are you a professional who is marketing financial services? You need Pension Profile (TM). Satisfied users of Pension Profile include individual consultants, mutual fund companies, insurance agencies, plan administrators and direct mail marketers.  Free viewer software is included with the data, provided on a convenient CD. Only $695.00, and includes 850,000 plans. Smaller groupings are available on diskette starting for as little as 2,000 plans for $150. Either format comes with viewer software that includes commonly used search and report functions.


Broker Friendly TPA's, Record-Keepers, Plan Design and Compliance Providers

We at ERISA.com have been in the employee benefits business for a long time. Over the years we have gotten to know the "best and the brightest" in retirement plan administration design and administration.  More importantly, we have gotten to know who can provide top-quality plan service to independent financial advisors and brokers for a reasonable price.  The service is personal, timely, friendly, professional and "pure as the driven snow."  Try our plan service vendors. We are confident that you won't be sorry!


Books to Enhance Your Knowledge of ERISA and Qualified Plans

 

 

 

 

 


  This page last modified: March 06, 2008 Webmaster: Mike Hughes Copyright 2005, erisa.com. LLC.