From plan filing to review meeting
Most plan practices grow through centers of influence. We add a direct channel and count it weekly.
What we do, in order
- 01
Define the plan you want
Asset range, participant count, industries, states and the plan designs you are best at.
- 02
Build two lists
Existing plans from public filings, and employers with no plan in states where a mandate applies.
- 03
Run compliant outreach
Email, phone and LinkedIn under your name, with copy your compliance contact has approved.
- 04
Hand off with a scorecard
Each meeting arrives with the sponsor's background and, for existing plans, a 5500 Scorecard.
The plan for your first 30 days
- 01
Week one
Segment workshop and a count of matching plans by state.
- 02
Week two
Messaging through compliance review. Sending and calendars set up.
- 03
Week three
Outreach starts in your first two segments.
- 04
Week four
First plan reviews on the calendar and the first weekly report.
Tied to meetings held
Pricing has two parts: a monthly floor of held plan-review meetings agreed in writing, and a per-meeting fee above that floor. Agreements run month to month.
Figures depend on plan size and geography, and we quote them on the first call.
Included
- Segment and list build
- Outreach approved by your compliance contact
- 5500 Scorecard for your team
- Weekly pipeline report
Book a pipeline review
Thirty minutes on the plans you want and where they are. You leave with a count of matching plans in one state.
- Built for plan advisors and TPAs
- Messaging approved by your compliance contact
- Month to month
- A FrontPipe company