Creating an Effective 401(k) Prospecting Email Sequence

A guide to creating an effective 401(k) prospecting email sequence for advisors, with fill-in-the-blank templates to help you get started

Read more

401(k) Prospecting: Establishing Your Process with Email, LinkedIn, and Phone

We wrote out some tips and best practices to help your team navigate 401(k) prospecting across three communication channels — email, LinkedIn, and phone.

Read more

Case Study – Advisor Leverages PlanPro, Grows Pipeline 200%

In just one quarter, an advisor implemented PlanPro to fill their pipeline with high-quality retirement plan leads.

Read more

New PlanPro tool automates 401(k) fee disclosure analysis using AI

To meet the growing focus on retirement plan fees, PlanPro today announces the public beta release of PlanScanner—an artificial intelligence-backed tool that breaks down and analyzes retirement plan fee disclosures—providing advisors with an edge to illustrate fee opportunities in plan design and IRA rollovers.

Read more

Introducing PlanPro 2.0

We’re excited to announce the release of PlanPro 2.0. Users will now benefit from a refined and simplified user interface along with new features and data. We’re always working to make your prospecting experience easier and more fruitful, and look forward to helping you grow your businesses as we continue to bring forth future improvements.

Read more

4 Tips for Better 401(k) Plan Prospecting

With over 700,000+ qualified retirement plans in the U.S., there is ample opportunity. With as much opportunity as there is, differentiating yourself and your strategy is crucial to increasing your probability of success. However, few advisors are actively doing this, leaving opportunity for those that do.

Read more

PlanPro Founder, Michael Magnan, Featured on Podcast

PlanPro’s founder Michael Magnan was recently featured on the Bridging the Gap podcast hosted by Matt Reiner. Michael discussed the intersection of the financial advisor industry, technology, data and artificial intelligence. Check out the link below to listen!

Read more

Best and Worst States by 401(k) Participation

PlanPro’s first annual 401(k) state trends report analyzes 401(k) trends including participation rates, autoenrollment and employer contribution coverage.

Read more

Does Industry Affect Likeliness to Save for Retirement?

Our newest analysis suggests that the industry you choose to work in can have a profound effect on how likely you are to save for retirement in a 401k. While this might be partially due to the nature your industry, we find evidence that there are systematic differences – beyond a participant’s control – that contribute to the varying participation rates.

Read more