Employer inquiries for retirement-plan providers
Connect with employers considering their first retirement plan.
Employer Intent is building a focused source of small-business retirement-plan inquiries for providers, TPAs, recordkeepers, and financial professionals. Tell us about your market and learn more about our approach.
Our Focus
A clear focus on employer interest.
Employer Intent is being developed around small employers exploring workplace retirement plans — including businesses setting up their first plan and owners comparing providers before they decide.
Employer relevance
Focused on businesses with employees exploring workplace retirement options.
Decision-maker interest
Designed around business owners and those involved in evaluating a plan.
Market fit
Conversations with providers about geography, employer size, and the opportunities relevant to their businesses.
Who We Serve
Built for retirement professionals.
We’re speaking with organizations that help small businesses establish and run workplace retirement plans.
Retirement-plan providers
Firms offering 401(k) and similar plans to small and growing employers.
Third-party administrators
TPAs supporting plan design, compliance, and ongoing administration.
Recordkeepers
Platforms looking to reach employers at the start of their plan decision.
Benefits and insurance firms
Firms adding workplace retirement conversations to their benefits work.
Financial advisers and retirement professionals
Advisers who help business owners choose and establish a plan.
- Tell us about your firm →
How It Works
A simple conversation to start.
- Step 1
Tell us about your business
Share your provider type, markets, and employer interests.
- Step 2
Discuss your requirements
Explore employer profiles, qualification expectations, and how opportunities could fit your business.
- Step 3
Learn about potential opportunities
Receive information about Employer Intent’s offering as it develops.
Requesting information is informational only and does not purchase leads or reserve availability.
What we’ll discuss
A practical conversation about your market.
States and service areas
Where you operate and which markets you want to prioritize.
Employer size and fit
The headcount ranges and business types that match your plans and services.
Opportunity volume and timing
How many inquiries you might consider and when they would be useful.
Qualification and delivery expectations
What information you need about an employer and how you prefer to receive it.
Request information
Tell us about the employers you want to reach.
Share a few details about your business. We’ll follow up with information about Employer Intent and discuss your market.
Only four fields are required. No purchase commitment.
FAQ
Common questions.
Who is Employer Intent for?
Retirement-plan providers, TPAs, recordkeepers, benefits and insurance firms, and financial advisers or retirement professionals who want to connect with small employers considering a workplace retirement plan.
What kinds of employers are you focused on?
U.S. small businesses with employees that do not currently offer a workplace retirement plan and are exploring options such as a 401(k) or similar plan.
Can we discuss specific states or employer sizes?
Yes. Geography and employer size are central to our conversations with providers. Share your markets and preferences in the form and we’ll discuss them with you.
Does submitting this form commit us to purchasing anything?
No. The form is a request for information only. It creates no purchase commitment or obligation of any kind.
Is Employer Intent a retirement-plan administrator?
No. Employer Intent focuses on employer inquiries and provider relationships. We do not administer retirement plans or provide investment, tax, or legal advice.
What happens after we request information?
We’ll follow up using the contact details you provide to share information about Employer Intent and learn about your market. Program details and potential availability are discussed individually as the offering develops.