As an O3 Edge advisor you will be matched with an elite qualified plan expert. They are here to help illuminate plan data for you and your clients. Your plan expert will also highlight additional areas of opportunity and offer recommendations for new ideas that may be of interest to your clients and prospects. Your personal plan expert will help you strategically identify which prospects align with your current goals and objectives.

You’ll have access to information that no other prospecting tool on the market is able to provide, backed by personal consulting and O3 Edge’s proprietary, intelligent technology. At the plan sponsor level, O3 Edge gives you company and contact data as well as a detailed snapshot of all plans under that EIN. At the plan level, we provide all the information you will need to gain a comprehensive understanding of the plan’s current state and where opportunities lie. O3 Edge efficiently summarizes data points such as plan characteristics, historical experience (including contributions, plan assets, participants, admin fees, PBGC premium fees and asset returns), de-risking activity, actuarial information (including the liability profile, AFTAP and FTAP), historical funding status, and service providers.

The retirement plan search tool provides a deep dive into insights on retirement plan analytics and past performance alongside the current state of the plan. Detailed plan performance, past de-risking activity, and information on current providers help tell the full story of any plan. And if at any point you want to dig a little deeper, a plan expert is just a phone call away.

In addition to the O3 Edge library of digital resources and our powerful search tool, you’ll have the full support of our team via phone and email. Our deep bench of world class retirement professionals can help answer questions, advise on strategy, and accelerate the growth of your advisory practice.

O3 Edge membership is an annual subscription, providing unlimited access to the suite of O3 Edge web tools. Based on your budget and preferences, you can purchase as many licenses as your team needs.