Sell Smarter.
Grow Faster.

PlanHub is a powerful all-in-one prospecting and proposal generation tool that helps PEOs and financial advisors communicate the value proposition of the 401(k) to prospects and clients.

In a few simple steps, you can search the national Form 5500 database for potential clients, run a cost comparison analysis and run reports that highlight the value of offering a pooled retirement savings plan compared to their existing 401(k) plan.
Related Content

Retirement savings solutions for your small business clients.

Learn how we can help you create a new revenue stream by providing retirement solutions to your clients.

Language / Accessibility Tools