Knowledge Base

Back to home

Knowledge Base

401k Plans (PlanPro)

401k Plans (PlanPro)

FAQs

Where Can I Find My Exports?

How Do I Follow a Plan?

How Do I Save or Share a Search?

How Can I Follow Multiple Plans at Once?

How Can I Search for Multiple Plans at Once?

How Do I Export Leads?

How do I follow a plan?

How can I search for multiple plans at once?

How can I make changes or request changes to be made to my account?

What are followed plans?

How can I contact support or book some time to learn more?

How can I follow multiple plans at once?

How do I save or share a search?

What are plan red flags?

What are People Moves? How can I be notified?

See more

Helpful Documents

Plan Insight & Red Flag Glossary

Leveraging LinkedIn as a Plan Advisor

10 Tips for Getting the Most Out of PlanPro

4 Tips for Better 401(k) Plan Prospecting

Creating an Effective 401(k) Prospecting Email Sequence

Establishing Your Process with Email, LinkedIn, and Phone

Plan Provider Visibility for Short-Form 5500 Filers

See more

How To Videos

Webinar – Prospecting Like A PlanPro

Plan Pro Case Studies

Case Study – How One Retirement Advisor Lands More Meetings with PlanPro

Case Study – Advisor Leverages PlanPro, Grows Pipeline 200%

Case Study - Sticking To the Basics: How a Retirement Advisor Wins More Plans

Case Study – Advisor Shares Effective Process for Winning 401(k) Clients

Case Study – Advisor Turns Cold Leads Warm with PlanPro

Case Study – A Successful Approach to Digital Prospecting

See more