Retirement PlanView is an innovative and unique online intelligence system providing analytic insight into corporate plans of all sizes. Featuring institutional plan-level data and detailed fund profiles, Retirement PlanView enables clients to benchmark performance and develop business development strategies for financial advisors, analysts and investment professionals.

• Territory Analysis - Create reports that summarize the plans and providers in specific areas in order to uncover intelligence for top industries, states and intermediaries based on assets and total plans.
• Benchmarking Reports - Discover how plans within the same state, industry and asset class compare in terms of provider fees and overall performance. Reports utilize a proprietary ranking algorithm to help investment professionals pinpoint ideal plans.
• Opportunity Reports - Analyze fees, performance and other key metrics between any given plan and their competitive segment. These recommendation reports extract highly opportunistic plans from the entire universe based on custom targets.
• Fee Analysis-View service provider type profiles (e.g. actuarial, accounting) in order to find trends and high-level fee breakouts. Then, analyze a plan’s provider fees based on service type or rating across the industry or geographical area:
  • View Benchmark profiles for all plans
  • Explore the fee portal for analysis across the whole retirement plan universe
  • Drill down on specific areas of interest in order to narrow down the analysis
• Customization - Create custom segments of data that can be applied to reports, searches and the analytic tools and track plans and service providers to closely monitor those intriguing entities. Additional customization features include saved searches, saved reports and embedded CRM functionality.

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