WealthFeed Expands Into 401(k) Plan Prospecting with Form 5500 Data

16 hours ago

1 min read

WealthFeed added U.S. Department of Labor Form 5500 data to its platform, extending its prospecting intelligence from individuals and households into the employer retirement plan market.
Advisors can search more than 780,000 retirement plans and receive alerts when new filings indicate changes that may signal a business opportunity.
Each plan profile includes assets, participant counts, the Form 5500 signer, an opportunity score, and a rationale, with filters for size, features, sponsor industry, and recent filing windows of 30 or 90 days.
The release cites February 2026 FUSE Research Network data indicating that 65% of surveyed advisors found converting retirement plan participants into wealth clients easier than acquiring clients through traditional marketing or referrals.
WealthFeed applies 12 filing triggers that flag events such as participant balance growth of 20% or more, a departed advisor on larger plans, plan terminations, large asset transfers, and owner-heavy small plans with high average balances.
The platform’s Warm Introduction feature now identifies second-degree network connections to plan decision makers, positioning advisors to request introductions rather than contact prospects cold.
Advisors can run automated outreach to plan decision makers through the Marketing Hub using email, LinkedIn, handwritten notes, and postcards without leaving the platform.