PlanProvider.pro is the leading marketplace for retirement plan services. This documentation is designed to help firms get listed, verify their profiles, and maximize their visibility to plan sponsors.
🚀 Getting Started
1. How to Get Your Firm Listed
- Process: Visit the Contact Us page.
- Templates: Download the CSV template matching your provider type (Auditor, Advisor, Administrator, Attorney, or Insurer).
- Submission: Fill out the template and submit it via the contact form.
2. Claiming & Verifying Your Profile
- Identify Your Listing: Find your firm on the site and look for the "Claim this profile" link.
- Verification: You must use a business email that matches your company's domain (e.g.,
[email protected]).
- Methods: We support Google Workspace OAuth and email/password verification.
- Note: Personal email domains (Gmail, Yahoo, etc.) are not accepted for verification.
💎 Subscription Plans & Benefits
Maximize your reach by upgrading to a paid tier.
Plan Comparison
| Feature |
Verified (Free) |
Basic ($300/yr) |
Premium ($1,000/yr) |
| :--- |
:--- |
:--- |
:--- |
| Verified Badge |
Yes |
Yes |
Yes |
| Search Rank |
Standard |
High |
Priority |
| SEO (Dofollow) |
No |
Yes |
Yes |
| Edit Access |
No |
Yes |
Yes |
| Contact Info |
Hidden |
Visible |
Visible |
| Lead Generation |
No |
No |
"Get Quote" Button |
| Office Locations |
1 |
1 |
Up to 3 |
| Competitors |
Shown |
Shown |
Hidden |
🛠️ Managing Your Account
Once claimed, you can access your Provider Dashboard at https://planprovider.pro/admin/providers to: