To learn more, call us at 561-868-2466.

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Lead Generation Services Overview

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. We offer this service to employers at no cost or obligation, with the understanding that if the retirement plan advisor we recommend to review their plan can make recommendations that might improve outcomes, or bring more effective stewardship to the plan, they would consider hiring that advisor to assume management of the incumbent plan, or offer a new plan alternative.

It is with this simple understanding that we open the door to opportunity for the experienced and proficient retirement plan consultant by setting and confirming face-to-face appointments with plan sponsors.

To learn more about our program, read “Keys to Success” and contact us at 561-868-2466.

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