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Data Master Pro is the industry's best-selling and most up-to-date qualified plan database. Our call center makes over two million calls each year, uses over 9,000 yellow and white page directories, corporate annual reports, Secretary of State filings...etc., to ensure that you have the most accurate information available.

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401(k) Opportunities


The 401(k) Market Continues to Provide Marketing Opportunities
CFO.COM released information on a recent study conducted by Hewitt Associates. Per Hewitt’s study it appears that U. S. employees are continuing to make steady contributions to their 401(k) accounts. The savings rate in employee 401(k) accounts has barely dropped from 8% in 2007 to 7.8% in 2008. In addition, only 4% of employees have terminated their accounts. Despite huge volatility and dramatic losses the 401(k) market continues to remain healthy. This finding was corroborated by a Vanguard study released a few months back. Meanwhile recent articles in the Wall Street Journal indicate that confidence in current investment providers are at historic lows and dissatisfied investors are looking for new advisors. This is extremely good news for qualified plan professionals and an opportune time to focus your efforts on the 401(k) market. When this market turns around (which may not be too long from now) the advisors managing the assets of these 401(k)’s are going to be viewed as heroes. It won’t take much to become that hero. Most investors can’t find their way in a chaotic market and it makes sense that they’re looking for investment advisors. These studies reveal that you don't have to convince individuals to continue making contributions to their retirement accounts; you just have to convince them that you’ve got a solution to their problems.

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Opportunity Knocks
Performance in the 401k and qualified plan markets has tanked over the last 6 months. With mutual funds at 5-year lows, employees are upset and employers need to provide answers. Recent Wall Street Journal articles make clear that retiree accounts have not been managed properly and individuals are coming up short on their retirement savings. This is your opportunity to make introductions, review past performance and offer future recommendations. You have the investment expertise; we have the information you need to expand your marketing efforts. With our data not only can you identify plans by location, size and plan type, you can also identify plans holding specific funds. (Small Cap, Intermediate, Blue Chip, S&P Index, Etc.) Using this information you can identify plans where poor performance would be expected. Take advantage of this opportunity and expand your customer base in the retirement plan market.
Use Our Tools To Stand Out From The Competition
They are some major issues facing plan sponsors today. These include losses in participant accounts and a February ‘08 ruling issued by the U. S. Supreme Court. While other advisors are talking about investment performance, fees, or Morningstar ratings, you can be talking about issues that are truly important. Please call one of our business development specialists today and we’ll put together a marketing package that is customized for your needs.