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?
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
How To Videos
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