Lou Ritchie

Background

About Lou Ritchie

Over the past 30 years, I have immersed myself in all aspects of the retirement plan business, including 401(k), 403(b), and pension plan design. I have been recognized by many in the retirement plan industry as an innovator on the practice management and marketing support side for DC plan sponsors and retirement plan advisors. Perhaps my most significant contribution to the retirement industry is my latest. Working closely with Barry Levy, President, Levy & Associates we created ForceManager 5500 (FM5500). FM5500, designed for both 401(k) advisors and TPAs, is the first product to embed robust plan data inside an easy-to-use CRM. A few benefits FM5500 provides advisors: • First of it’s a kind combination of a mobile APP/CRM with preloaded 5500 prospecting data • Amazing Apple-designed, smart, and intuitive mobile-driven technology • Plan data is updated monthly so you will also have access to the most recent data • Quickly see the plans around you with the geo-located map feature • Segment and analyze plan sponsors using the detailed in-App 5500 plan data & reports to build a smarter prospect list • Plan Warnings – easy to identify potential plan issues, this is how you can add value as an advisor A few benefits FM5500 provides TPAs: • Plan data and advisor’s data in one system • Prospect pipeline tool including various sales report and lead tracking functionality • Quickly see the plans and advisors around you with the geo-located map feature • Robust plan data - Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports • Plan data is updated monthly so you will also have access to the most recent data • MailChimp Integration - out of the box integration with MailChimp allows you to drip feed/email campaigns to advisors and Centers of Influence GWN Disclosure: Securities and Registered Investment Advisory Services through GWN Securities, Inc. Opinions and comments expressed by Social Media Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. GWN Securities will not accept purchase or sale orders via Social Media platforms or its messaging systems. Please follow this link for a complete version of GWN Securities Social Media Policy: https://gwnsecurities.com/socialmedia