Pension Analytix is a global company supporting Consultants, Recordkeepers, Financial Advisors, Third Party Administrators(TPA's), and RIA's.

We provide the databases, marketing expertise, and analytics required to help your sales teams find prospects that best fit your universe and convert them into record keeping clients.

Industry DC Financial Stats*

DC Plans	631,481
DC Assets	$2.8 TT
DC Participants	75.5 MM
DC Active Participants	62.4 MM
Annual DC Plan Contributions	$248.8 BB
Annual DC Plan Disbursement	$218.0 BB
401k Plans	436,000
401k Assets	$2.4 TT
* EBSA Data as of 12/31/2005

Services

Data Strategy
Quantify lead opportunities and target potential companies who are most likely to become highly profitable clients...

Acquisition
Pension Analytix can help transform current acquisition strategies and roadmaps to affect positive change in the acquisition results over time...

Retention
Our Plan Sponsor Intelligence assists in managing clients at each stage of their life cycle to optimize profitability...

Cross Sell
We use behavioral indicators to create marketing segments that target participant trends in their retirement...

Methodology

Data Import & Cleansing
By cleansing the data before it gets to a master database, Pension Analytics ensures that the plans in business with a non-zero asset value are accounted for within the system ...

Analytics Engine
The analytics engine groups like plans in a 5-star system that inherently creates a mechanism for prioritization ...

Data Segmentation
Individual client based segmentation is done to align industries with specific client wants and needs...