OT - Judy Diamond marketing

I apologize if this isn't the proper group to post. 

Anyone use Judy Diamond to obtain updated lists of retirement plans for marketing purposes?

I always thought the DOL website would have similar information but maybe not in a all on one solution which provides reports and analysis based on 5500 filings.

Does anyone use judy diamond? Other marketing provider to target retirement plans for marketing?

Thank you in advance.

@Tax Cowboy I think ERISAPedia has a marketing tool for this as well.  They data-mine 5500 and give you lots of options.  Its been a while since I demo'd it, but it was pretty flexible.

On 1/21/2025 at 4:53 PM, Tax Cowboy said:

I apologize if this isn't the proper group to post. 

Anyone use Judy Diamond to obtain updated lists of retirement plans for marketing purposes?

I always thought the DOL website would have similar information but maybe not in a all on one solution which provides reports and analysis based on 5500 filings.

Does anyone use judy diamond? Other marketing provider to target retirement plans for marketing?

Thank you in advance.

 

 

If you're looking for something broader that also helps manage and automate outreach strategies for international audiences, FlexFuture could be worth checking out. It’s an omnichannel marketing agency that specializes in helping businesses reach the right audience more efficiently — including B2B segments like financial services.

No worries, this is a perfectly fine place to ask that question.

Yes, I’ve used Judy Diamond before — it’s a solid tool if you’re specifically targeting retirement plans or benefits administrators. The main advantage is that it compiles and cleans up the 5500 data, adds filters, and makes it easy to segment by plan size, industry, or geography. That’s something the DOL site doesn’t do well, as it’s more of a raw data dump.

That said, it’s not cheap, so it depends on how much you’ll actually use it. If you only need a few lists or want to test a campaign, there are smaller providers or even some CRM integrations that can pull similar datasets.

If your goal is consistent outreach or niche targeting in the benefits/retirement space, Judy Diamond is reliable — just make sure the ROI matches your campaign scale.