Our mission is to help retirement plan sponsors bring effective stewardship to their plans. Through Retirement Plan Ratings employers can gain access to our nationwide network of independent retirement plan consultants. As an employer offering a retirement plan benefit you have made a generous commitment to contribute to the future financial security of your employees.
But, you are also assuming an important and serious fiduciary responsibility. Retirement Plan Ratings, Inc. is an independent market research firm founded to support employers (retirement plan sponsors) who offer retirement plan benefits to their employees. Our mission is to help retirement plan sponsors bring effective stewardship to their plans, meet their fiduciary obligations to plan participants, and mitigate potential liability.
But, you are also assuming an important and serious fiduciary responsibility. Retirement Plan Ratings, Inc. is an independent market research firm founded to support employers (retirement plan sponsors) who offer retirement plan benefits to their employees. Our mission is to help retirement plan sponsors bring effective stewardship to their plans, meet their fiduciary obligations to plan participants, and mitigate potential liability.
Services
The simple fact is that not all retirement plans, plan advisors, and service providers are the same, and the ability of a retirement plan to successfully provide a sufficient retirement nest egg for your employees is dependent on many factors.
Sweeping new regulatory changes like 408(b)(2) and 404(a)(5) are bringing increased scrutiny and burden on employers to take the appropriate steps to ensure they are providing the best plan possible for those who participate and to document a process for how plan and investment management decisions are made.
Sweeping new regulatory changes like 408(b)(2) and 404(a)(5) are bringing increased scrutiny and burden on employers to take the appropriate steps to ensure they are providing the best plan possible for those who participate and to document a process for how plan and investment management decisions are made.
It is with this simple understanding that we open the door to opportunity for the experienced and proficient retirement plan consultant. If you are an experienced retirement plan advisor serving the corporate retirement plan market and are interested in learning more about Retirement Plan Ratings, please login or register to the right.
At Retirement Plan Ratings, we contact and discuss retirement plan satisfaction and current issues concerning retirement plan management with hundreds of plan sponsors per week, representing all market sizes (micro, small and large).
During our initial telephone engagement to prospects, we will offer plan sponsors the opportunity to meet with an experienced retirement plan advisor who is independent and capable of providing a thorough plan review and assessment.
During our initial telephone engagement to prospects, we will offer plan sponsors the opportunity to meet with an experienced retirement plan advisor who is independent and capable of providing a thorough plan review and assessment.
If you have been in the corporate retirement plan market for any length of time, you know that winning new plan sponsor business is challenging. Success in our appointment program requires knowledge, experience and comfort executing a "soft sales" approach.
To maximize success, advisors that purchase appointment leads through Retirement Plan Ratings should be prepared to perform a plan and investment analysis or benchmarking report at no cost or obligation to the employer.To maximize success, the objective of each appointment is to provide the plan sponsor an "experience" and demonstrate your expertise and capabilities in order to increase the chances of winning new business.
To maximize success, advisors that purchase appointment leads through Retirement Plan Ratings should be prepared to perform a plan and investment analysis or benchmarking report at no cost or obligation to the employer.To maximize success, the objective of each appointment is to provide the plan sponsor an "experience" and demonstrate your expertise and capabilities in order to increase the chances of winning new business.
Below is a directory of service providers who have demonstrated quality services and support for financial advisors across America. Sell401k is an independent marketing, branding and business development consulting firm specifically focused in the retirement plan marketplace. We bring a combined 30 years of experience in the defined contribution sales, advertising, and public relations industries.
Reviews (5)
William Padek
Dec 30, 2021
Report
Jenn Stewart
Sep 25, 2020
Report
Mike MacNeal
Oct 26, 2019
Report
Eddie Chamberlain
Aug 25, 2019
Report
Cedar Johnson
Nov 08, 2018
Report
Terrible to deal with. They sell a plan to provide leads for 401K Advisors and it's very expensive. The problem is the leads, if any, are recirculated leads that have been sold, and pitched, to other Advisors as recently as 6 months ago; just ask the appointment. You pay a couple thousand for a lead only to have to cancel, or find out there is absolutely no opportunity. Customer Service will sting you along until the refusal period is in jeopardy from your CC company and/or Bank. Trying to get a refund is impossible. They are using the money to make rent and payroll without providing what they
