Tools
The Best 401(k) Prospecting Tools: A Fair, Sourced Comparison
Nine 401(k) prospecting tools compared with sourced pricing and dated claims — Judy Diamond, RiXtrema/Larkspur, 401kHunter, FreeERISA, BrightScope/ISS, AdvizorPro, John Hancock, lead brokers, and FiduciarySignal.
Retirement Plan Prospecting Software: The Advisor-Side Category, Explained
A plain guide to retirement plan prospecting software for advisors — how the category works, what 401(k) prospecting software should do in 2026, and how to judge one before you buy.
Form 5500 Search: The Free Tools, Step by Step — and the One Thing a Filing Can't Tell You
A free Form 5500 search exists — the DOL runs it. Here is how to use EFAST2 and the bulk 5500 datasets, what FreeERISA adds, how stale filing data really is, and where a lookup stops being enough.
Free 401(k) Prospecting Tools: What Each One Gives You, and the One Job None of Them Do
Four ways to prospect 401(k) plans without paying: FreeERISA, the DOL's EFAST2 search, the raw Form 5500 datasets, and one free switch signal by ZIP. What each covers, sourced, and the one job none of them do.
401(k) Fee Benchmarking: What the Public Fee Data Shows, and What It Leaves Out
401k fee benchmarking from Form 5500 data: which 401(k) fees the public filing shows, what it leaves out (expense ratios, 408(b)(2)), and how to compare.
401(k) Plan Benchmarking: How a Plan Is Measured Against Its Peers
How 401k plan benchmarking works: a 401(k) placed against peers by industry, size and year from Form 5500 data, what it misses, and who sells reports.
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