Judy Diamond Associates Launches Retirement Plan Prospector

WASHINGTON, Aug. 5, 2013 /PRNewswire/ -- Judy Diamond Associates, the premier provider of retirement industry lead generation and market intelligence tools, today announced the launch of Retirement Plan Prospector. Retirement Plan Prospector was designed to be the most intuitive and comprehensive online sales prospecting and plan analysis tool available in the defined contribution and defined benefits markets.

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The products' tools and features are based on the results of in-depth research into the needs of current Judy Diamond Associates subscribers, who include financial advisors, agents, brokers and other retirement professionals.  After extensive quality testing with users such as Putnam Investments and Extraco Financial Services, Judy Diamond Associates is confident that Retirement Plan Prospector is uniquely qualified to meet the sales and analytical needs of the U.S. retirement market.

"Retirement Plan Prospector brings smarter prospecting and research tools to both the defined contribution and defined benefits markets," said Eric Ryles, Managing Director of Judy Diamond Associates.  "Its data and tools present streamlined prospect-level data to support the sales pipelines of agents, while also providing the in-depth and complete information needed to create complex market analytics."

He added, "Until now, retirement market professionals looking to identify new leads and market trends needed the time and expertise to search through mountains of dense plan data to find the leads and actionable intelligence they needed. With Retirement Plan Prospector, we do the work for them so they can focus on their businesses.  Our plan scorecards allow for easy quantitative comparisons across plans while our suite of prospecting recommendations and key performance thresholds guide subscribers through the data seamlessly."

After reviewing the new tool, Aaron T. Silverman, Large Market 401(k) Associate at Putnam Investments, commented, "Retirement Plan Prospector is a really comprehensive and intuitive way to find the right plans and prospecting lists." John Maupin, Senior Vice President Director of Trust at Extraco Financial Services, agreed. "Without any training, right off the bat we were able to go in and find a lot of useful information," he said.

Information included in Retirement Plan Prospector is derived from the Form 5500 disclosure documents submitted to the Department of Labor by ERISA-qualified retirement plans as well as the market research of Judy Diamond Associates and various third parties. Retirement Plan Prospector includes data on more than 750,000 plans across the nation. 

More information about Judy Diamond Associates can be found on our website at http://www.judydiamond.com or on our LinkedIn page at http://www.linkedin.com/company/judy-diamond-associates-inc.?trk=top_nav_home.

Judy Diamond Associates is a division of Summit Business Media.

About Summit Business Media

Summit Business Media supports the growth and vitality of the insurance, financial services and legal communities by arming professionals with the knowledge and education they need to succeed at every stage of their careers. We provide face-to-face and digital events, websites, mobile sites and apps, online information services, and magazines giving professionals multi-platform access to our critical resources, including Professional Development; Education & Certification; Prospecting & Data Tools; Industry News & Analysis; Reference Tools and Services; and Community Networking Opportunities.

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Media Contacts:
Regina Marie Glick
Judy Diamond Associates
(646) 746-8878
[email protected]

Laura Brophy
Marketcom PR
(203) 331-7618
[email protected]

Sales:      
(800) 231-0669
(202) 728-0840

SOURCE Summit Business Media