PlanPro is pleased to announce the release of PlanScanner!      Learn More

Why PlanPro?

The need for sound retirement solutions has never been higher. Too many plan sponsors and participants are being poorly served by their plan advisors and providers. This translates to to more opportunity for advisers and the partners they work. With as much opportunity as there is, maximizing your prospecting efficiency and effectiveness is crucial to your success. PlanPro makes it easy to target the prospects most likely to need and want your services and have meaningful conversations with them.

Target High-Quality Leads

Create superior lead lists. Focus on qualified plans most likely to consider a new advisor. Don’t waste time chasing cold leads.

Reach Decision-Makers

Leverage our industry-leading database of 700,000+ plan contacts including name, phone, email, title and LinkedIn profile.

Attract Prospect Attention

Stand out to prospects with unique plan intelligence and reports your competitors do not have.

Increase Productivity

Increase the ROI on your biggest asset – time. Data, analysis and workflow tools minimize tedious time-consuming tasks.

Improve Workflow

Manage your retirement plan prospecting in one place. Save lead lists, follow plans and easily pick up where you left off.

Automate Fee Disclosure Analysis

Upload fee disclosures for instant analysis to support your prospecting.

Work Smarter, Not Harder

Whether you’re new to retirement plans, looking to expand your qualified plan business or already a qualified plan powerhouse, PlanPro can help you grow.

However, finding the time to grow your retirement plan business effectively can be a challenge. PlanPro makes prospecting easier and more productive, allowing you to accomplish tasks that are easily a full-time job at a fraction of the time and cost. By streamlining lead generation, automating contact and plan research and providing powerful analysis, you’ll have an edge on the competition. Improve and automate your ability to win and maintain clients so you can focus on what you do best – preparing your clients for a healthy retirement.

Interested in learning more?

Don’t give prospects a reason to go to your competitor

The first automated 401(k) fee disclosure analysis tool. PlanScanner uses artificial intelligence to process disclosures from dozens of providers, producing valuable plan design and fee intelligence instantly to keep leads from going cold. Avoid telling prospects “I’ll get back to you in 3-5 days” giving them 3-5 reasons to go to your competitor. Available with a Premium subscription or via API.

Powerful analysis

Uploaded disclosure data can be used to instantly assess fiduciary compliance, fee savings and create prospect-friendly reports, allowing you to create hours worth of intelligence in seconds.

Time Savings

Free yourself from tedious data entry resulting from a multitude of disclosure formats used by providers. A task that often requires repetitive copy+paste, the use of a search engine and Excel.

Don't give prospects a reason to go to your competitor

Assess 401(k) Investment Lineups

Instantly access tens of thousands of plan investment lineups without digging through 5500 filings or manually dissecting fee disclosures. Our analysis assesses fiduciary liability, fee savings and diversification, helping you add value from your very first prospect interaction and stand out from competitors.


Show plan sponsors how much money they can save using our fee saving analysis. Our algorithm compares each plan investment against our database to find available substitutes that can ultimately save money for a plan and its participants. find available substitutes that can ultimately save money for a plan and its participants. PlanPro has identified billions of dollars in potential savings, summarized at a plan and fund level.


Assess a plan’s investment menu and quickly spot areas of fiduciary liability and opportunities that will allow you to enhance investment menu design. PlanPro benchmarks each plan investment’s performance, track record, size and expenses relative to it’s category to identify funds that could be inhibiting a prudent investment selection. Client-friendly analysis shows exactly why a fund may not be the best fit for the plan and its participants.


Identify and demonstrate plan diversification weaknesses as well as opportunities for investment menu simplification to encourage plan participation. As dictated in ERISA section 404(c), diversification is a key component of fiduciary responsibility. PlanPro scores the overall plan diversification using investment lineup correlations and features a correlation matrix to easily detect highly-correlated fund pairs.

Reach More Decision-Makers

Quality contact data is a crucial element of prospecting, however many tools offer outdated and incomplete contact data. Our industry leading database is sourced from thousands of public sources and company websites. It includes names, emails, LinkedIn profiles and much more. Avoid tedious googling and stale contact databases. Our contact data will help you reach more prospects with ease.

Higher Quality

Our contact data is updated regularly to avoid stale data and all email addresses are validated. Our focus on advanced technology allows us to be a cut above the rest.

More Data

Identifying contacts beyond Form 5500 provides you with decision-makers your competitors do not have. Our database contains data on many owners, partners, CFOs and HR leads not in the Form 5500.

Reach More Decision-Makers

Let’s get to work

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