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

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Advisor – Premium

$ 1,800 / Year

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

* Monthly pricing available upon request
** PlanPro offers a 30-Day Risk-Free Guarantee

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Geared toward a TPA, recordkeeper, large advisor or asset manager

All of the benefits of the Premium plan with an ability to redistribute data and reports, and access more data.

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For more information on consulting, a custom project or quote? Please email us at or call us at (404) 913-2554.

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