Access the RIGHT DATA

  • 685,000 plans updated annually via the Form 5500 filings
  • FBi’s 5500 tool links directly to our Plan Profile prospecting tool which provides plan universe data from FBi’s proprietary database of real plan data

On-Demand Search and Reporting Capabilities

  • Dynamic search capabilities for accessing plan data from 5500 filings
  • Direct link from a 5500 record to FBi’s on-demand prospecting report – Plan Profile – for plan universe data

Improved Conversations with Prospective Clients

  • Identify prospective clients that are the right fit for your practice via FBi’s 5500 search tool.
  • Have holistic and consultative discussions with prospective clients through the 5500 tool’s direct link to the Plan Profile prospecting report