High Net Worth Online - High Net Worth Online gives you instant web access to information on nearly 350,000 High Net Worth self-employed individuals and affluent!
Here's how this powerful and unique service works:
First, we screen the ERISA Online database for all self-employed individuals with at least $100,000 in their Qualified Retirement Plan. This allows the user to identify wealthy individuals based on publicly available information, rather than just by title.
Second, we identify all "high balance" plans, that is,all Qualified Retirement Plans with over $1,000,000 in Assets AND less than 100 Participants. For example, if you are looking at a plan with $500,000 in Assets, but only two participants, you can easily determine who the wealthy individuals are!
Third, we add all Sole Proprietors (individuals) with at least $100,000 in their Qualified Retirement Plan who file a Form 5500EZ. These people are all excellent candidates for newer types of retirement plans that appeal to small business owners such as Individual 401(k) s.
With nearly 350,000 records, updated monthly, PDR can assist anyone who markets products or services to Affluent High Net Worth Individuals!