This AI-powered tool provides financial advisors with actionable intelligence on 401(k) plans. It analyzes public filings to identify plans most likely to switch providers, offering insights into fees, funding, and decision-maker contacts.
1.0
August 29, 2026
FiduciarySignal is an AI-powered prospecting intelligence tool for retirement-plan advisors. It analyzes public Form 5500 data to identify 401(k) plans most likely to switch providers, offering insights and contact information.
The tool uses an AI engine trained on millions of Form 5500 filings and live signals. It weighs 25 distinct switch signals, including weekly refreshed live feeds, to calculate the likelihood of a plan change.
It provides data on fees benchmarked against peers, funding status, red flags, providers, plan search charts, .docx report downloads, and the Form 5500 signer's contact details.
Yes, FiduciarySignal monitors thousands of plans weekly and sends alerts to your inbox the week a watched plan in your territory makes its first move. Saved territories also receive weekly digest emails.
No, FiduciarySignal is prospecting software. Users run their own searches, own their lists, and leads are never resold or shared with other advisors.
FiduciarySignal is available on iPhone and iPad, allowing account holders to use its features on the go.
The AI engine retrains every quarter as new filings land and deals close. Live signal feeds are refreshed weekly, and approximately 11,000 plans are monitored weekly for new signals.
Based on the provided data, FiduciarySignal has a perfect 5.0-star rating from 4 ratings, indicating very positive user sentiment.
