Entries by PlanTrust

15 Years of Insights: How Historical Form 5500 Data Transforms Sales Prospecting 

In today’s dynamic employee benefits marketplace, historical Form 5500 data analysis has become the defining factor between industry leaders and followers. While many carriers and vendors focus solely on current market conditions, successful organizations understand that analyzing years of historical data reveals patterns and opportunities that drive exceptional growth. This strategic advantage becomes increasingly crucial […]

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Transforming Employee Benefits Sales Strategies with Form 5500 Data

In today’s rapidly evolving employee benefits landscape, employee benefits sales strategies are undergoing a dramatic transformation. The difference between success and stagnation often lies in how effectively companies leverage data to drive their sales approach. For employee benefit carriers and vendors, harnessing data-driven employee benefits sales strategies is crucial for market leadership and measurable results. […]

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Enhancing Market Reach: Identifying High-Performing Brokers Through Analytics 

In the dynamic world of employee benefits, broker performance analytics has become essential for carriers and vendors seeking to optimize their market reach and sales strategies. While identifying and partnering with high-performing brokers is crucial for success, finding these top performers in a crowded marketplace presents a significant challenge. Modern broker performance analytics offers a […]

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Unlock Sales Growth: Leveraging Form 5500 Data for Employee Benefit Carriers 

In today’s competitive employee benefits landscape, carriers are constantly seeking innovative ways to drive sales growth and gain a competitive edge. One often overlooked goldmine of information is Form 5500 data. This powerful resource can transform your sales strategies, helping you identify lucrative opportunities and tailor your offerings to meet market demands. In this article, […]

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5 Emerging Trends in Retirement Plan Management

The landscape of retirement plan management is constantly evolving, shaped by regulatory changes, technological advancements, and shifting demographics. As we look ahead, several key trends are emerging that will significantly impact how retirement plans are managed and how participants interact with their benefits. In this article, we’ll explore 5 emerging trends in retirement plan management […]

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The Hidden Costs of ERISA Non-Compliance

In today’s complex regulatory environment, plan sponsors face an increasingly challenging landscape when it comes to managing their retirement plans. While the primary goal of these plans is to provide financial security for employees in their golden years, the responsibilities that come with administering them are numerous and often fraught with potential pitfalls. One of […]

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Advanced ERISA Concepts for Plan Administrators

As a plan administrator, you’re already well-versed in the fundamentals of the Employee Retirement Income Security Act (ERISA). However, the complex world of pension plan management demands a deeper understanding of advanced ERISA concepts. This article explores advanced topics to enhance your expertise in navigating the complexities of plan administration. Fiduciary Responsibility in the Digital […]

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Decoding Form 5500: Leveraging Data for Better Plan Management

In the complex world of pension plan management, Form 5500 stands as a crucial document that provides a wealth of information about employee benefit plans. For plan sponsors, administrators, and industry professionals, understanding and effectively leveraging this data can lead to better decision-making, improved plan performance, and enhanced compliance. In this article, we’ll explore the […]

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ERISA Compliance: Common Pitfalls to Avoid

The Employee Retirement Income Security Act (ERISA) of 1974 sets stringent standards for pension plans in private industry. While ERISA aims to protect the interests of employee benefit plan participants and their beneficiaries, compliance can be a minefield for plan sponsors and administrators. This article explores common ERISA compliance pitfalls and offers guidance on how […]

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Form 5500: Everything You Need to Know About Filing

As a plan sponsor or administrator, understanding Form 5500 is crucial for maintaining compliance and ensuring the smooth operation of your employee benefit plans. This comprehensive guide will walk you through everything you need to know about Form 5500, from its purpose and filing requirements to common challenges and best practices for submission. What is […]

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