PensionPlanet can customize your data. If you have specific requirements that require raw data or specialzed formats call us to talk about your unique needs.
We can extract any field from all form 5500 and related schedules, 5500EZ(Plans Covering Self-Employed Individuals), & form 990(Tax Exempt Organizations).
- Matching Internal Client File
- Full File Dump for internal integration
- Pull Insurance Carrier, Broker, Agent data
- Service provider data
- Actuarial Data
CALL US TODAY FOR A QUOTE: 800.282.1055 or 813.258.0628