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– National Retirement Plan Database
– Advanced Search
– Plan Profiles – LITE
– Plan Contact Database – LITE
– Form 5500 Downloads (with attachments)
Advisor – Premium
$ 1,800 / Year
Everything in LITE, plus:
– 3 users licenses
– Plan Executive Contact Database – PREMIUM
– PlanScanner™
– 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
ENTERPRISE
Call
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.
For more information on consulting, a custom project or quote? Please email us at info@planprofessional.com or call us at (404) 913-2554.