The Advisor Lab

The Advisor Lab 401(k) Toolkit SM

PlanFinder SM

Start prospecting today using PlanFinder SM !  With over 1 million retirement plans at your fingertips, you can dynamically refine your search in seconds.

PlanFinder gives you the most useful search criteria to zero in on the plans nationwide.  Search as broadly or as detailed as you wish.   Want to find all plans maintained by physicians within 10 miles of your zip code with approximately $2,000,000 assets and fewer than 40 participants? No problem. You can pinpoint plans associated with specific insurance or service providers where you think your advisory services would offer the greatest improvement.


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Retirement Plan Diagnostic SM

The Retirement Plan Diagnostic SM helps you quickly benchmark a retirement plan.

This revolutionary tool uses current and historical Form 5500 data to deliver a comprehensive report on plan health in a format that's easily understood and communicated to plan sponsors. With the power of meaningful metrics in an attractive format, you can benchmark return on investments, participation levels, and utilization against a plan's peer group and industry. The Plan Diagnostic is recognized for its speed of delivery and objectivity - offering a report with independent analysis rather than subjective ratings and hard-to-interpret correlations. Make your next plan conversation a truly consultative one that clearly distinguishes your approach from the "performance and cost" crowd.


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The Retirement Plan Efficiency Analysis SM

The Retirement Plan Efficiency Analysis SM compares the current plan to your unique offering.

In a matter of minutes, you can generate a detailed report with a side-by-side comparison that addresses the opportunities discovered in The Retirement Plan Diagnosticâ„¢. Communicate the features, benefits and overall impact of your value proposition in a concise format that's co-branded and customized to your firm's unique investment models and menus.

This tool is fully integrated with PlanFinder SM and The Retirement Plan Diagnostic SM for seamless data transfer from previously collected prospective plans. With the Retirement Plan Efficiency Analysis SM , you can save significant time and money while delivering tangible value in client meetings.


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