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waivz.ai · (k) Suite
PROSPECTING WALKTHROUGH · FOR PLAN DESIGN CONSULTANTS
Search(k) → Bench(k) · Sales Team Brief

Stop chasing five thousand plans.
Walk in with intelligence on the right one.

Most adviser prospecting tools generate volume. They produce a list, you blast a generic email, the list goes cold. Search(k) produces the opposite: a single plan, with a complete AI-authored intelligence brief your team hands the adviser before the first meeting.

PREPARED FORChad Johansen, QKA · Partner & Director of Retirement Plan Sales
PLAN DESIGN CONSULTANTSFoster City, CA · Since 1975
Chad —

When you saw Bench(k), you said merging that visual into Search(k) would be a "bigger home run." It's done. This brief shows what your sales team can now hand advisers — not a list of 5,000 plans in a 50-mile radius, but a plan-by-plan intelligence package built for the specific opportunity. Walk-through below.

The Positioning

Two completely different prospecting motions

Most 5500 search products solve the wrong problem. They optimize for breadth — give me every plan in a radius, every plan in a size band, every plan in an industry. Then advisers fire generic outreach into that pile and call it prospecting. Search(k) inverts the model.

⚠ THE VOLUME TRAP
"Give me 5,000 plans in a 50-mile radius"

The standard 5500 search workflow. Adviser pulls a list, drops it into a sequencer, blasts a generic mailer. Conversion approaches zero because every plan gets the same pitch — and the pitch contains no plan-specific insight.

  • Generic outreach with no plan-specific angle
  • Burns the list on first contact
  • Spam-flag risk degrades sender reputation
  • Adviser walks into meetings empty-handed
  • No differentiation from every other adviser using the same tool
✓ THE INTELLIGENCE PLAY
"Give me one plan — with the full story"

The Search(k) → Bench(k) workflow. Filter to a tight target set, click into a single plan, and hand the adviser a complete benchmark report with AI commentary on contribution gaps, peer comparison, and upgrade angles — before they ever pick up the phone.

  • Plan-specific commentary, not template language
  • One adviser, one plan, one informed conversation
  • Walks in with peer-group context the sponsor doesn't have
  • Every meeting is differentiated — by the report
  • Branded "from the desk of Plan Design Consultants"
The Workflow · Annotated Wireframes

What your sales team actually does, start to finish

Five clicks. Two minutes. Output: a plan-specific intelligence package. Wireframes below — annotated so anyone on your team can grasp the flow without a demo.

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STEP 01 · OPEN SEARCH(K)
Filter the Form 5500 universe down to your target
search.waivz.ai Search (k) FORM 5500 PLAN INTELLIGENCE Help · ? FILTERS Geography CA, OR, WA Plan Size 50 – 250 participants Industry (NAICS) Professional Services Plan Assets $5M – $50M Current TPA Any Apply Filters Results 427 plans match TOTAL ASSETS $8.4B AVG PARTICIPANTS 142 AVG ASSETS / PLAN $19.7M Hartwell & Associates 401(k) Plan Hartwell & Associates LLP · San Francisco, CA · Legal Services EIN 94-2855431 · 184 participants · $24.2M → Benchmark this plan Pacific Rim Architects 401(k) Oakland, CA · 92 participants · $11.4M Westwood Capital Advisors 401(k) San Mateo, CA · 67 participants · $8.9M A B C
A · FILTERS

Geography, plan size, NAICS industry, asset range, current TPA. Filter by combination — not raw radius. Most adviser tools stop here.

C · LIVE STATS

Total assets, average plan size, count. Sales team confirms the target segment is fundable before doing a single click of outreach.

B · THE BUTTON

"Benchmark this plan" on every result row. This is the bridge to Bench(k). One click pre-loads the plan — no copy/paste, no EIN re-entry.

2
STEP 02 · CLICK "BENCHMARK THIS PLAN"
The deep-link hands the plan to Bench(k) — pre-loaded
Hartwell & Associates 401(k) San Francisco, CA · Legal Services EIN 94-2855431 · $24.2M · 184 ppts → Benchmark this plan SEARCH(K) URL CONTRACT ?ein=94-2855431 + from=search-k & auto=1 BENCH(K) Hartwell & Associates 401(k) Plan auto-loaded · industry mapped AI ANALYSIS RUNNING · 72% ← Back to Search(k) breadcrumb visible in topbar
ZERO RE-ENTRY

The EIN passes via URL. No copy/paste. No "lookup again." The adviser opens to the plan already loaded.

AUTO-FIRE

AI analysis triggers immediately. By the time the adviser sees the page, the benchmark is ~30 seconds from rendering.

BREADCRUMB

"← Back to Search(k)" stays in the topbar. Adviser can flip back to the result list and benchmark the next plan in 5 seconds.

3
STEP 03 · BENCH(K) RENDERS THE INTELLIGENCE
Plan HTML + AI commentary = the package
bench.waivz.ai?ein=94-2855431&from=search-k ← Back to Search(k) Bench (k) Export PDF · Save to Vault PLAN BENCHMARK · LIVE Hartwell & Associates 401(k) Plan EIN 94-2855431 · Legal Services · 184 participants · $24.2M assets · San Francisco, CA PLAN DESIGN · HTML Plan Provisions Plan Type Safe Harbor 401(k) Match Formula 100% on first 4% Profit Sharing New Comparability Auto-Enrollment Not enabled Vesting 3-yr cliff Avg Account Balance $131,500 Participation Rate 76% (peer: 88%) Total Plan Cost 0.78% (peer: 0.62%) AI COMMENTARY · CLAUDE Competitive Read This plan trails its peer cohort in three areas that are addressable through plan-design changes: 1 · No auto-enrollment Peer plans of this size show 91% adoption. Adding QACA could lift participation 76% → 89%+ within 18mo. 2 · Match formula below peer median Peer median: 100% on first 5% (vs. 4% here). Closing the gap costs ~$48K/yr but unlocks Safe Harbor flexibility. 3 · Plan cost 16bps over peer median Recordkeeper change + share class review could save ~$38K annually. This is the single biggest fiduciary lift. CITATIONS · 2024 401(k) BENCHMARK SURVEYS · 4 SOURCES D E
D · PLAN HTML

The full plan design — every provision, every metric. Match formula, vesting, auto-enrollment status, participation, fee tier. Sponsor sees their own plan reflected back with peer benchmarks alongside.

E · AI COMMENTARY

This is the differentiator. Three plan-specific opportunity areas, dollar-quantified, citation-backed. Not template language. Generated for that one plan, that one EIN, that one sponsor.

EXPORT & SAVE

PDF export for the adviser's first-meeting hand-off. Save to Vault persists the analysis to their CRM. Branded "Plan Design Consultants" optional.

The Outcome

What your sales team actually hands the adviser

Not a list. Not a leaderboard. Not a CSV export. A plan-specific intelligence package they can walk into a sponsor meeting with — produced in two minutes, ready to print or email.

A plan-specific PDF
Branded, exportable, attachable. The adviser sends it ahead of the meeting or hands it across the table. Visual peer comparison + AI written analysis on a single document.
A talking-points brief
Three to five plan-specific opportunities, dollar-quantified. The adviser walks in knowing where this plan trails its peers and what changing each provision would cost or unlock.
A reason to meet
"I noticed your plan ranks below peer median in three areas — here's the breakdown" beats "Hi, I'd like to introduce myself" every time. Cold-open conversion goes up because there's a reason in the open.
★ THE PUNCHLINE
Five thousand plans is a list. One plan with intelligence is a meeting.

Plan Design Consultants' sales team isn't competing with adviser blast emails. You're competing with adviser preparation. Search(k) → Bench(k) closes that gap in two clicks. Every adviser your team supports walks into every prospect meeting with intelligence the sponsor doesn't have — and didn't expect them to bring.

Your Words, Built

You called it a home run. Here it is.

"I love these graphics and think it would be an even bigger home run if you merged this visual into the Search(k) output."

Chad Johansen, QKA · Partner & Director of Retirement Plan Sales · Plan Design Consultants

The integration is live. Search(k) result rows now include a "Benchmark this plan" button on every record. One click hands the EIN to Bench(k), the AI analysis fires automatically, and within 30 seconds the adviser has a print-ready intelligence package — the visual you saw, but plan-specific, every time.

Ready to roll this out to your sales team?

Happy to do a 20-minute live walk-through with you and the sales leads. We can also discuss co-branded reports — "Powered by Plan Design Consultants" — so every benchmark your team distributes carries your firm's identity, not ours.

JD CARLSON · TONY DAVIS · WAIVZ.AI