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National Retirement Plan Database
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Plan Profiles – LITE
Plan Contact Database – LITE
Form 5500 Downloads (with attachments)

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$ 1,800 / Year

Everything in LITE, plus:
3 users licenses
Plan Contact Database – PREMIUM
Excel Export
Investment Menu Database
Investment Menu Analysis (fees, fiduciary ratings, diversification)
Recommended Leads
Email Alerts
Client-Friendly Reporting
Premium Client Support
Plus much more…

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Geared toward a TPA, recordkeeper, large RIA, broker-dealer, aggregator or asset manager

All the benefits of the PREMIUM plan with multi-user discounts and an ability to redistribute access more data.

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