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Employer Intent
Small-business owners discussing retirement-plan options with an adviser

Employer inquiries for retirement-plan providers

Connect with employers considering their first retirement plan.

Employer Intent is building a focused source of small-business retirement-plan inquiries for providers, TPAs, recordkeepers, and financial professionals. Tell us about your market and learn more about our approach.

Request Provider InformationExplore Our Focus

An example employer inquiry

A business behind every conversation.

A fictional example of the employer profile we’re focused on. Actual inquiry details and availability may vary.

Illustrative small-business co-owners in a print and design studio
AI-generated illustration; not actual customers or the people in this example.

Example lead

Fictional · Illustrative only
Business
Sample Print & Design Co.
Location
Austin, Texas
Employees
18 employees
Decision-maker
Jordan Taylor · Co-owner
Current plan
No workplace retirement plan
Interest
Exploring a first 401(k) plan
Timing
Considering options in the next 3–6 months

“We’d like to understand plan costs and what it takes to offer a retirement benefit to our team.”

All details and the quote are invented. This is not a real, verified, or available lead and does not represent a promised delivery format.

Our Focus

A clear focus on employer interest.

Employer Intent is being developed around small employers exploring workplace retirement plans — including businesses setting up their first plan and owners comparing providers before they decide.

Employer relevance

Focused on businesses with employees exploring workplace retirement options.

Decision-maker interest

Designed around business owners and those involved in evaluating a plan.

Market fit

Conversations with providers about geography, employer size, and the opportunities relevant to their businesses.

Who We Serve

Built for retirement professionals.

We’re speaking with organizations that help small businesses establish and run workplace retirement plans.

  • Retirement-plan providers

    Firms offering 401(k) and similar plans to small and growing employers.

  • Third-party administrators

    TPAs supporting plan design, compliance, and ongoing administration.

  • Recordkeepers

    Platforms looking to reach employers at the start of their plan decision.

  • Benefits and insurance firms

    Firms adding workplace retirement conversations to their benefits work.

  • Financial advisers and retirement professionals

    Advisers who help business owners choose and establish a plan.

How It Works

A simple conversation to start.

  1. Step 1

    Tell us about your business

    Share your provider type, markets, and employer interests.

  2. Step 2

    Discuss your requirements

    Explore employer profiles, qualification expectations, and how opportunities could fit your business.

  3. Step 3

    Learn about potential opportunities

    Receive information about Employer Intent’s offering as it develops.

Requesting information is informational only and does not purchase leads or reserve availability.

What we’ll discuss

A practical conversation about your market.

01

States and service areas

Where you operate and which markets you want to prioritize.

02

Employer size and fit

The headcount ranges and business types that match your plans and services.

03

Opportunity volume and timing

How many inquiries you might consider and when they would be useful.

04

Qualification and delivery expectations

What information you need about an employer and how you prefer to receive it.

Request information

Tell us about the employers you want to reach.

Share a few details about your business. We’ll follow up with information about Employer Intent and discuss your market.

Only four fields are required. No purchase commitment.

Optional details

We’ll use your information to respond to your inquiry and understand your provider interests. See our Privacy Notice.

FAQ

Common questions.

Who is Employer Intent for?

Retirement-plan providers, TPAs, recordkeepers, benefits and insurance firms, and financial advisers or retirement professionals who want to connect with small employers considering a workplace retirement plan.

What kinds of employers are you focused on?

U.S. small businesses with employees that do not currently offer a workplace retirement plan and are exploring options such as a 401(k) or similar plan.

Can we discuss specific states or employer sizes?

Yes. Geography and employer size are central to our conversations with providers. Share your markets and preferences in the form and we’ll discuss them with you.

Does submitting this form commit us to purchasing anything?

No. The form is a request for information only. It creates no purchase commitment or obligation of any kind.

Is Employer Intent a retirement-plan administrator?

No. Employer Intent focuses on employer inquiries and provider relationships. We do not administer retirement plans or provide investment, tax, or legal advice.

What happens after we request information?

We’ll follow up using the contact details you provide to share information about Employer Intent and learn about your market. Program details and potential availability are discussed individually as the offering develops.