Takeover plans and start-ups need two lists

A plan practice usually wants both kinds of client. Prospecting for them as one audience wastes effort.

Existing plans

These appear in public filings. You know the plan's size and providers before you call, so the opening is specific: a benchmark and a question.

Employers with no plan

These do not appear in plan filings at all. They come from business lists, filtered by headcount and by states where a mandate applies. The opening is about options and cost.

Keep the counts separate

Report meetings from each list on its own line. The two convert at different rates, and blending them hides which one is working. That separation is built into the 401kPipe model.