Meet with plan sponsors who have requested a complimentary benchmark review of their retirement plan. We handle the outreach and scheduling; you conduct the review.
Get Started Today →We do the prospecting so you can focus on advising plan sponsors
Every appointment is with a plan sponsor who requested a benchmark review. These aren't cold lists — they're scheduled introductions.
Participation is covered by a straightforward written agreement, and plan sponsors always know how our service works — no surprises on either side.
Receive comprehensive plan info before each meeting so you can prepare a relevant benchmark review.
Build a predictable flow of 401(k), 403(b), and qualified plan appointments each month.
Work with plan sponsors in your area or expand nationally across all 50 states.
Participate on your terms. Scale up or down. No long-term commitments required.
Fill out our form with your information. We'll discuss your practice and how we can work together.
When a plan sponsor in your area requests a review, we'll reach out with the details.
Accept appointments that fit your schedule. We provide plan information so you can prepare.
Meet with the plan sponsor and deliver a benchmark analysis. Whether the sponsor engages you afterward is between you and the sponsor.
Fill out the form and we'll reach out to discuss how we can help grow your retirement plan practice.
We'll ask about your credentials, experience, and the areas you serve.