Finance & Business3 hours ago
Basic Capital Plan Prospector
Search 2.9M Form 5500 filings to find and score retirement plans matching your criteria.
@401Casey · X
Vibe coding is incredible thank you for the push @TheStalwart & @jxmnop Today I am launching a free tool to help advisors to retirement plans find more clients. Something that previously may have cost them 10-20k/year built and launched for free.