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Retirement + Group Benefits

Retirement and Group BenefitsOne Employer Profile

Only Benefeature connects 838,500+ retirement plan records with group benefits intelligence on the same employer profile.

Benefeature employer profile showing retirement plan data alongside group benefits intelligence
Benefeature employer profile showing retirement plan data alongside group benefits intelligence

Trusted by carriers, brokers, and vendors across the industry

Lincoln Financial Group
ShelterPoint
Mutual of Omaha
Prudential
The Hartford
Symetra
Principal
OneAmerica
Lincoln Financial Group
ShelterPoint
Mutual of Omaha
Prudential
The Hartford
Symetra
Principal
OneAmerica
The integration

838,500+ Retirement Plans on the Same Profile as Group Benefits

Retirement KPIs, group plan detail, broker relationships, and carrier context on one employer record. Search both markets in one workflow.

Retirement plans

401(k), pension, and related Form 5500 retirement filings with searchable KPIs.

Group benefits

Health, dental, life, and the rest of the group benefits profile on the same employer.

Shared relationships

See when the same carrier or broker shows up across retirement and group lines.

Cross-sell signals

Loan rates, participation, and coverage gaps for the next conversation.

Three lenses on the same data

From Siloed Datasets to One Benefits Picture

Why retirement and group benefits data sit in separate tools, how Benefeature connects them on the employer profile, and how your team finds cross-sell from there.

Disconnected retirement and group benefits data in separate systems
Disconnected retirement and group benefits data in separate systems
Siloed datasets

Two Markets, Two Views of the Same Employer

Most employers carry both retirement and group benefits, but the data lives in separate systems. Your team sees one slice of the relationship, not total benefits strategy, shared carriers, or cross-sell potential.

  • Data silos: Retirement and group benefits sit in different tools with no shared employer context.
  • Incomplete picture: Hard to see total benefits spend or how the programs fit together.
  • Missed cross-sell: Warm retirement relationships and coverage gaps stay invisible to group teams.
See it on your book
Unified profile

Retirement and Group Benefits on One Record

Benefeature does not treat retirement as a side dataset. We connect 838,500+ retirement plan records to group benefits intelligence on the same employer profile so you see plan detail, KPIs, brokers, and carriers together.

  • Integrated view: Retirement KPIs next to group plan, premium, and broker data on the employer profile.
  • Shared relationships: Spot common carriers and brokers across retirement and group lines.
  • Total strategy: Understand how retirement and group benefits fit the employer's full program.
See it on your accounts
Benefeature employer profile with integrated retirement and group benefits data
Benefeature employer profile with integrated retirement and group benefits data
Benefeature search filters across retirement and group benefits for cross-sell opportunities
Cross-sell & search

Search Both Markets, Find the Next Conversation

Filter employers by retirement KPIs and group benefits criteria in the same workflow. Find common customers, high 401(k) loan rates, and coverage gaps worth a supplemental or group benefits conversation.

  • Common customers: Find employers where you hold retirement business today for group cross-sell.
  • Loan rate signals: High 401(k) loan activity signals financial stress and coverage gaps.
  • Search & filter: Build lists across retirement and group criteria in minutes, not hours.
See it on your prospects

Intelligence to Build Trust and Retain Book

“Benefeature has unlocked new capabilities for our Group Insurance business. For starters, Benefeature data has helped us confirm and challenge anecdotal local market feedback from our sales team.”
VP | National Carrier

How Carriers, Brokers, and Vendors Put It to Work

Connected retirement and group data changes cross-sell, prospecting, and employer conversations.

For Carriers

  • Cross-sell group benefits to employers with your retirement business today
  • See shared broker and carrier relationships across both markets on one profile
  • Use retirement KPIs to prioritize employers with financial stress signals
  • Pair integrated data with premium, comp, and contacts on the same record

For Brokers

  • Walk in with retirement and group context on the same employer
  • Identify supplemental and voluntary opportunities from loan rate signals
  • Build prospect lists filtered by retirement and group criteria together
  • Support consultative conversations with total benefits visibility

For Vendors

  • Target employers where retirement data signals coverage or financial stress gaps
  • Find warm paths through existing retirement or group relationships
  • Filter books by KPIs signaling need for your product category
  • Export segments for outreach within tier export limits

See Retirement and Group Benefits Together

Pick five employers you know well. We walk through retirement KPIs, group plan context, and cross-sell signals on the same profile. Thirty minutes, your data.

Book the walkthrough