Retirement data intelligence makes it easy to identify and target just the employers that need your service.

A prospecting solution that contains over 750,000 employers to quickly and accurately identify the best potential clients so you can search for 401k, 403b's, defined benefit and defined contribution plans. Research plans by asset performance and size, employee participation percentages, average assets per employee and critical data on fidelity bond compliance. Hard to find 12b1 fees, corrective distributions, broker/consultants are just a click away. Building a pipeline of qualified leads is easy with miEdge Retirement!

miEdge prospecting solutions are created from multiple data sources, including Form 5500 filing data, providing up-to-date, clean, accurate information you can trust.

CRM Integration with the leading platforms and real-time sync to account/lead ensures your team will stay organized and efficient. Managing the Sales Cycle from end to end will give you the competitive edge to grow your business.

Learning how to use miEdge is quick and easy and our training & support are always free. When the data is current and accurate, you spend less time on research and more time selling!

Download the miEdge Retirement solution brochure.

Contact This email address is being protected from spambots. You need JavaScript enabled to view it. / 877-9-miEdge x1 to schedule a customized overview of miEdge prospecting and Data Analytics solutions.

It's Easy to Sign Up and Start Using miEdge

Subscriptions as low as $19.99 per month! Sign Up Today

Customers Who Have the Edge...
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miEdge is the first tool we have found that can provide us real time 5500 data intelligence. The data is up to date and accurate so we feel confident using its dynamic search feature to find companies that may be out of compliance. As a UBA member firm, our partnership with miEdge is invaluable.
Trygve Halverson
Vice President, Granite Group Benefits
Customers Who Have the Edge...
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miEdge has been a life saver on time and energy to identify the right prospects in our area! It's up to date technology and sorting features makes it easy to track, identify, and develop the proper marketing strategy to land new business. We would highly recommend this system to all.
Bryan G. Yates
Business Serv & Dev Advisor, The Bagnall Company
Customers Who Have the Edge...
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We have used FreeERISA, Judy Diamond and many others, but nothing compares to the user-friendly miEdge system. Their 5500 information is very accurate and updated regularly. We've found this gives us a distinct advantage when meeting with a prospect to discuss fees and whether they are in compliance. If you're considering purchasing a prospecting database, I would highly recommend you contact the miEdge team for an overview.
Tim Elkin
Regional Territory Executive, Vitals-SmartShopper
Customers Who Have the Edge...
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Landmark Benefits has been using miEdge for a couple years and have found the product to be instrumental in our dramatic growth during this time.
Thomas M. Harte
President, Landmark Benefits, Inc.
Customers Who Have the Edge...
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miEdge has allowed DeWitt Stern to focus its energy on the market segment that fits our service model. miEdge is not just a user friendly competitive data base, but a resource which enables us to create comprehensive client specific intelligence used in peer benchmarking. Our client and prospects appreciate the fact that we have taken the time to understand them before we meet. miEdge made the public 5500 data always available, usable in a dynamic, but accurate format. We look forward to growing with you.
Edmund J. White
Managing Director, DeWitt Stern Group Planning Services, LLC.
Customers Who Have the Edge...
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miEdge has been a game changer for prospecting! Easy to use, tons of search parameters, easily extractable data and great customer service. I can’t imagine doing without it! Thanks miEdge!

Michael Rider
Employee Benefits Insurance Agent, AssuredPartners NL
Customers Who Have the Edge...
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miEdge has been the most effective prospecting software I have ever used. I literally feel like I'm cheating every time I log in.
Anthony R. Cabana
Vice President-Benefits, Cross Insurance
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