Solution introduction

Start prospecting today using PlanFinder! 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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