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Research

Unique and accurate trends in the 401k market, based on plan-level detail.
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Beacon Helps Asset Managers & Recordkeepers Sell Better

With detailed investment and provider data on 50,000 defined contribution plans covering over $3 trillion of assets, BrightScope Beacon is the premier enterprise business intelligence, sales strategy and prospecting software in the retirement marketplace.
Targeting the Best Sales Opportunities
BrightScope Beacon allows your sales team to identify the biggest sales opportunities:
  • Underperforming Funds.
  • High Fee Plans.
  • Opportunities Resulting From M&A Activity.
Evaluate Plan Investment Performance
BrightScope Beacon allows your team to evaluate investment performance for 50,000 defined contribution plans. Quickly find unique sales and retention opportunities for your funds.
Provider Tenure
Knowing how long a plan has been with their current recordkeeper, or how long a fund has been on a lineup can be a crucial piece of information in the sales and prospecting process. Beacon Trends™ helps you leverage historical data to sell more effectively.
Sell Smarter with Smart Territories™
BrightScope Beacon's Smart Territories™ feature helps you design sales territories that match your sales opportunities.