Insights
Notes on sponsor prospecting
Short pieces on finding plan sponsors, using public filings and running the first review.
Latest
Read next
Prospecting
State retirement mandates are a prospecting calendar
Every registration deadline is a date when employers have to make a decision.
ResearchWhat a Form 5500 tells you before the first meeting
A plan's public filing is the cheapest research an advisor can do.
TargetingTakeover plans and start-ups need two lists
Existing plans and employers without one are found in different places and want different conversations.