Qualified 401(k) Appointments Booked for Your Advisory Firm
We connect retirement plan advisors with business decision-makers actively evaluating or switching 401(k) providers.
The Challenge with 401(k) Lead Generation
Hard to reach HR, CFO, or business owners directly
Most 401(k) opportunities lie with employers, but reaching the actual decision-makers is easier said than done. HR directors, finance executives, and business owners are notoriously busy and difficult to access. Without the right approach and credibility, breaking through gatekeepers or generic company inboxes often leads to wasted effort and missed opportunities..
Cold outreach leads to low engagement and wasted time
Cold calling or sending generic emails rarely leads to meaningful conversations about retirement plans. Many decision-makers are bombarded with vendor messages every day, and yours gets lost in the noise. Without a proven system for engagement, advisors spend countless hours chasing leads that never convert into real discussions about plan design, fiduciary responsibilities, or fees.
Cold outreach leads to low engagement and wasted time
Cold calling or sending generic emails rarely leads to meaningful conversations about retirement plans. Many decision-makers are bombarded with vendor messages every day, and yours gets lost in the noise. Without a proven system for engagement, advisors spend countless hours chasing leads that never convert into real discussions about plan design, fiduciary responsibilities, or fees.
Expensive marketing campaigns with no guaranteed ROI
Digital advertising, trade shows, and other marketing initiatives can cost thousands of dollars, yet there is no guarantee of meaningful results. Even if you generate leads, they may not be decision-makers or may not be ready to evaluate their plan. Traditional marketing channels simply do not provide the level of control or measurable return that 401(k) advisors need.
How TopLead Delivers Better 401(k) Meetings
Define your ideal client profile (employee count, industry, location)
We start by learning exactly who your best-fit clients are. Whether you want to focus on companies with 50 to 500 employees, a specific industry niche, or a geographic market, TopLead tailors outreach so you only meet with qualified prospects that match your business goals.
Decision-maker verification HR, finance leaders, or business owners only
Every meeting we set is verified to ensure you are speaking with the person who has actual authority. We filter out low-level contacts and only book meetings with HR directors, CFOs, controllers, or business owners. This saves you time and ensures every appointment has real potential.
Outreach and messaging tailored to retirement and benefits conversations
Generic cold calls do not work. That is why our outreach and messaging are designed specifically for 401(k) and retirement-related conversations. We highlight the benefits of reviewing retirement plan providers, fiduciary compliance, cost savings, and plan design—all topics that capture decision-maker attention.
Pay-per-appointment model with no long-term contracts
Unlike agencies that charge monthly retainers with no guaranteed outcomes, TopLead operates on a pay-per-appointment basis. You only pay for qualified meetings, and there are no long-term contracts locking you in. This makes our service low-risk, cost-effective, and results-driven.
Full visibility through reporting + CRM integration
Transparency is built into everything we do. You receive full reporting on outreach, booked appointments, and outcomes. We integrate with your CRM so you can track every meeting from initial contact to closed plan assets under management..
Features & Benefits for Advisors & Providers
- Employee count targeting → Focus only on businesses with viable plan sizes.
- Exclusive or semi-exclusive meetings → Reduce competition and increase your close rates.
- Real-time booking → Meetings are scheduled directly to your calendar.
- Replacement guarantee → If a prospect no-shows, we reschedule the meeting at no additional cost.
- Transparent reporting → Know exactly what you are paying for and how it contributes to pipeline growth.
Who We Work With
Independent 401(k) Advisors
Solo or small firms seeking a consistent flow of qualified employer meetings.
Registered Investment Advisors (RIAs)
RIAs offering 401(k) plans and fiduciary services who need a scalable way to grow plan assets.
Wealth Management Firms offering retirement plans
Firms that provide a mix of wealth management and retirement solutions and want more visibility with business owners.
Recordkeepers & TPAs
Service providers looking to expand relationships with employers and partner with advisors in need of administrative support.
Our Proven Appointment Process
Define target businesses by size, industry, and geography.
- Launch multi-channel outreach with retirement-focused messaging.
- Verify decision-maker authority and plan interest.
Book confirmed meetings directly to your calendar. - Reschedule/replacement policy for no-shows.
- Ongoing optimization and reporting loop to improve outcomes over time.
- This process ensures that every appointment is predictable, measurable, and aligned with your business goals.
Pricing and Packages
With TopLead, you only pay for qualified 401(k) appointments. No retainer fees, no wasted ad spend, no risk of paying for unqualified leads.
Starter Package: Perfect for advisors just starting out. Receive a set number of meetings per month to build a pipeline steadily.
Growth Package: Designed for firms ready to scale. Includes a higher volume of qualified appointments each month.
Enterprise Package: Custom solutions for large advisory firms, recordkeepers, or TPAs needing significant appointment volume.
All packages include reporting, replacement guarantees, and CRM integration at no extra cost.
Frequently Asked Questions
Can I target businesses by employee size or industry?
Yes. You set the criteria, and we tailor outreach to match.
How do you ensure I meet with decision-makers?
We verify every prospect before booking. Only HR leaders, CFOs, finance executives, or business owners are scheduled.
How soon will I see appointments?
Many clients see meetings within the first few weeks of onboarding.
What happens if a prospect cancels or no-shows?
Many clients see meetings within the first few weeks of onboarding.
Do you guarantee plan assets under management (AUM)?
We guarantee qualified meetings. While closing is ultimately in your hands, our process maximizes the chances of converting prospects into clients.
Start Booking 401(k) Appointments Today
Your next client is already looking for a new retirement plan provider. All you need is the meeting. TopLead delivers qualified 401(k) appointments directly to your calendar so you can focus on what you do best: advising employers and growing plan assets.