401Turf connects recordkeeping and DCIO wholesalers, TPAs, advisors, consultants, and plan sponsors — because when we connect with each other instead of working in silos, we find better solutions for the industry, and we all succeed.
No credit card required. Set up your territory in under 5 minutes.
Map your coverage, track your network and prospects, plan call-list trips, and loop in the right people — all in one place.
Draw your coverage by state, zip, or a hand-drawn area on the map, and see every advisor, plan sponsor, and firm that falls inside it.
Rank the people you already know, track prospects you're building toward, and see how many other wholesalers already have them in their book.
Turn a search area into a named, dated call list with per-person call status, notes, and follow-ups — then duplicate it for the next swing.
Connect with other wholesalers, TPAs, and consultants on the platform, then selectively share a contact or a trip's call list — view-only, with a note.
Browse a shared, admin-curated directory of advisors and plan sponsors in your territory, filtered to exactly the states and firms you cover.
Internal wholesaler supporting an external one? Grant full account access so they can add, edit, and manage on your behalf, no shared logins.
Everyone working a retirement plan territory sees a different slice of the same map. 401Turf gives each of them a reason to open the app.
Know who else is calling on your advisors before you dial, and turn a crowded territory into a coordinated one.
Spot plan sponsors and advisors worth introducing wholesalers to, and get credit for the intro.
Get warm-introduced to the wholesalers and TPAs already active in your book, instead of fielding cold outreach.
Track relationships across every plan sponsor you advise, and share the right contact at the right time.
Back up your external wholesaler with full account access -- add contacts, plan trips, and keep their territory moving while they're in the field, no shared logins required.
See territory coverage and network depth across your whole team, not just one rep's spreadsheet.
Declare your coverage nationally, by state, or by drawing a local area — 401Turf filters the shared directory down to exactly what's yours.
Add advisors and plan sponsors to My Network or Prospects, rank them, and plan named, dated trips around them.
Connect with the other wholesalers, TPAs, and consultants already in the account, and share a contact or trip instead of starting cold.