The Smarter Solution to Sell and Engage 401(k) Plans

Identify the best prospects, differentiate your pitch, and reach decision-makers


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The Smarter Solution to Sell and Engage 401(k) Plans
401(k) 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. We make it easy to target the prospects most likely to need and want your services and have meaningful conversations with them. We’re much more than a 5500 database.

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.

Grow your business

Leverage our industry-leading database of 1 million+ 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 or on the go with our mobile app. Save lead lists, follow plans, write notes, and create tasks.

Automate Fee Disclosure Analysis

Upload fee disclosures for instant analysis to support your prospecting.


Discover the full platform





Request a demo with one of our sales specialists today



Reach more decision-makers

Quality contact data is a crucial element of prospecting; however, most tools offer outdated and incomplete contact data. Our industry-leading database is sourced from thousands of public sources and company websites and is revalidated regularly to avoid stale data. It includes names, emails, LinkedIn profiles, and more on owners, partners, CFOs, and HR leads not necessarily listed in the Form 5500.


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Engage your prospects

Leverage the industry’s first drag-n-drop 401(k) fee disclosure analysis tool to produce plan design and fee intelligence and engage warm leads. PlanScanner uses artificial intelligence to analyze 401(k) disclosures — 408(b)(2) and 404(a)(5) — from dozens of providers to free you from tedious data entry. Instantly assess fiduciary compliance, evaluate fee savings, and create prospect-friendly reports.


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Investment Menu Intelligence

Accelerate your analysis


Instantly access 65,000+ plan investment lineups or upload your own without digging through 5500 filings or manually dissecting fee disclosures. Easily assess fiduciary liability, fee savings, and diversification, helping you add value and stand out from competitors.

Score fiduciary risk

Spot areas of fiduciary liability and opportunities to enhance investment menu design in any plan with ease. PlanPro benchmarks performance, track record, size, and expenses relative to its Morningstar category.

Assess fees and savings

Instantly illustrate investment fees and savings using our automated fee analyzer and comparison tool. Compare plan lineups against a customizable set of substitutes that can ultimately save money for a plan and its participants with similar exposure.

Analyze diversification

Demonstrate plan diversification weaknesses and menu simplification opportunities to encourage plan participation. Score investment diversification using lineup correlations and a correlation matrix to easily detect highly-correlated funds.





Let’s get to work


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