New: Phase 1 Data Feed Released

Discovery Data
Retirement Plans

Data on over 800,000 plans covering $1 trillion in assets and over 50,000 service providers.

Request Information

 
 
 
 
Retirement Plans

We simplify the process of obtaining
and using retirement plan data.

Many firms are grappling with dozens of Form 5500 files when what they really want is a centralized
data source that is organized with understandable
plan profiles. Our retirement plan data is easily digestible
and includes our proprietary plan labels to replace confusing codes and abbreviations.

 
 

800,000
Retirement Plans

We provide the most
detailed and organized retirement
plan data available.

 
 

Linked to
Discovery Data

Where available, plans are
linked to firms and advisors
within Discovery Data.

A premium link to Morningstar fund reports is also available.

 
 

Recordkeeper File Matching

Unify and match your
incoming plan data from recordkeepers
and connect to your CRM.

 
 
 
 

No more struggling to manage retirement plan data.

Contact us to see a sample file or learn more.

About Discovery Data
 

Identify, reach and do business with the financial services and insurance industries.

Discovery Data offers a consolidated view of the financial services and insurance industries, including 40,000 firms and over 2 million professionals along with hundreds of profile data points. Our data subscriptions and services help you instantly grow your pipeline and quickly connect you with your target market.

The world's largest, most successful and fastest growing asset managers, wealth managers, clearing firms, insurance companies and service providers recognize our data and services as the preeminent solution and rely on it to understand the industry.

Contact Us

Complete the form to discuss Discovery Data Retirement Plans with a member of our team.

 
 

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