Cloud-based 401k Prospecting and Analytics. Integrated with Morningstar Data and Plan Design Opportunities.

1. Integrated
Morningstar® Data
The Morningstar Analyst Rating™
and Morningstar Rating™ help
advisors, consultants and plan
sponsors perform due diligence on
funds. With Retirement PlanVision
this information is easily searchable
and viewable alongside the funds.
Plan Design
Opportunities
Retirement PlanVision is a turnkey
solution that provides you with
configurable lead lists so you’re
able to find your ideal prospects.
You can search leads by plan
design flaws, Morningstar fund
opportunities and more.
Detailed Retirement
Fund Profiles
Dive deep into a retirement plan
to find the funds associated with it.
With searchable investment data
from audit reports you are able to
search directly by the fund as well.
Form 5500 Data
Unlock the value of the 5500 filings
and audit reports by consolidating
the data into one intuitive
searchable online solution.
Plan Profiles
Each plan profile contains all the
information you need including
contact information for plan
decision makers, benchmark
performance, intermediaries
and their fee information.
KeyFeatures
Retirement PlanVision is the leading cloud-based 401k prospecting
& analytics solution that integrates and analyzes sponsor, fee,
plan, fund and performance data from more than 1.5 million
corporate retirement plans in the United States.
With Retirement PlanVision, retirement plan professionals can stay ahead of the
competition with easy access to all the information needed to advance their sales
cycles and pursue prospects.
Retirement PlanVision
www.retirementplanvision.com

2. PlanSponsor
PlanName
TotalAssets
FilingYear
State
FidelityBond
404(C)
Compliant
Auto-Enrollment
QualifiedDefault
Investment
Account
Corrective
Distributions
DepositTiming
Failure
12b-1Fees
Strong
Backward-
Looking/Weak
Forward-Looking
WeakForward-
LookingRating
WeakBackward-
LookingRating
RunBenchmark
Report
Elder Services of
Merrimack Valley, Inc.
Elder Services of
Merrimack Valley,
Inc. Tax Sheltered
Annuity Plan
$9,596,497 2014 MA
Run
Benchmark
Report
Hayes Management
Consulting Inc.
Hayes
Management
Consulting 401(K)
Plan
$9,304,666 2014 MA
Run
Benchmark
Report
Home Made Brand
Foods Inc.
Greencore USA Inc.
401(K) Savings Plan
$8,493,523 2014 MA
Run
Benchmark
Report
Flagship Press Inc.
Flagship Press Inc.
401(K)
$6,593,939 2014 MA
Run
Benchmark
Report
Candescent Eye
Mangement LLC
Claris Vision $6,434,876 2014 MA
Run
Benchmark
Report
Holyoke Health
Center, Inc.
Holyoke Health
Center Inc. 403(B)
Plan
$5,320,411 2014 MA
Run
Benchmark
Report
Barton Associates, Inc.
Barton &
Associates In. 401K
Profit Sharing Plan
and Trust
$5,017,703 2014 MA
Run
Benchmark
Report
Citizens Schools, Inc
Citizens Schools Inc
403B Retirement
Plan
$4,062,546 2014 MA
Run
Benchmark
Report
Marketfare Foods, Inc.
Marketfare Foods,
LLC PS Plan
$4,661,786 2013 MA
Run
Benchmark
Report
Morins Incorporated
Morins Incorpo-
rated 401(K) Profit
Sharing Plan
$4,606,987 2014 MA
Run
Benchmark
Report
Grow Your Business
Retirement PlanVision has partnered with leading industry experts to develop
a number of proven sales tactics that can be easily incorporated into your overall
business development strategy. With a simple search you can find plans with
corrective distributions, compliance issues such as deposit timing failures,
weak forward-looking Morningstar ratings, 12b-1 fees, and more.
Have a Competitive Edge
Retirement PlanVision is the only 401k prospecting tool with searchable fund information
alongside Morningstar intelligence. You have actionable intelligence to advance your
sales cycles and better pursue prospects with detailed and reliable fund information.
Benefits
Quickly Identify Opportunities
Retirement PlanVision’s Lead List visually highlights all potential opportunities
associated with a plan in your designated area.
www.retirementplanvision.com
Sample Lead List of Corporate Retirement Plans: