Plan Sponsor Profiles

Plan Sponsor Insight provides the most detailed profiles available on the plan sponsor universe. Our information is unmatched in its depth, coverage, and quality.
Plan Sponsor insight has the deepest profiles available on each and every one of the 43,000+ plan sponsors that we cover. Each profile includes detailed information on asset allocation, key executives (with email where available), current investment managers utilized, and consultant/custodian/trustee data. All of this combined ensures that your team is armed with all of the knowledge that will help them successfully manage their opportunities. In the complex market of institutional investment management, having access to this information is not only helpful, it is critical.
Our 43,000+ plan sponsor universe provides complete coverage of sponsors over $20 million in size. This coverage ensures that you have a full understanding of the market and are able to target the opportunity set effectively as a result. Our coverage universe includes:
We are constantly on the lookout for new plan sponsors to add to our universe so the intelligence continues to grow year after year.
Quality of information is our #1 priority. As a result, we have developed cutting edge technologies and processes for ensuring that our information is as accurate and up-to-date as possible. We are constantly reviewing industry journals, web-sites, annual reports and speaking directly with plan sponsors to get access to the freshest data. In addition, our technology is constantly monitoring individual web-sites for RFPs, new search details, and new executives that have joined a particular plan sponsor. As we identify new information, we are updating it to the site on a daily basis so that you can be sure that you have the most up-to-date information available and are also able to receive email alerts with information that meets your needs.