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Judy Diamond launches Retirement Plan Prospector

Retirement Plan Prospector is loaded with information derived from form 5500 disclosure documents that are submitted to the Department of Labor by ERISA-qualified retirement plans.

By Paula Aven Gladych | Updated on August 05, 2013

Judy Diamond Associates has launched a new sales prospecting and analytical tool to help retirement industry specialists better manage their business.

Retirement Plan Prospector is loaded with information derived from form 5500 disclosure documents that are submitted to the Department of Labor by ERISA-qualified retirement plans. It also contains market research by Judy Diamond Associates and other third parties that would be helpful to financial advisors, agents, brokers and other retirement professionals.

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