Extended NAICS 523940-15 Part of official NAICS 523940 Extended NAICS 523940-15 · Parent 523940
Retirement Planning Services Business List
Reach companies across the U.S. and Canada. Build a list by state or province, with mailing addresses and phone numbers, plus contact emails where available for U.S. companies.
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Available business records
United States
United States
- Companies 680
- Phones 629
- Websites 560
- Contact emails 5,188
Canada
- Companies 45
- Phones 45
- Websites 25
Canadian counts for this segment are available on request.
What does 523940-15 Retirement Planning Services cover?
Retirement Planning Services is a subdivision of the Portfolio Management and Investment Advice industry that focuses on providing financial advice and guidance to individuals and businesses in order to help them plan for their retirement. This industry involves a range of services that are designed to help clients achieve their retirement goals, such as creating a retirement savings plan, managing investments, and providing advice on tax strategies and estate planning. Retirement Planning Services professionals work closely with clients to understand their financial situation, risk tolerance, and retirement goals in order to develop a customized plan that meets their needs.
Official parent industry: NAICS 523940 - Portfolio Management and Investment Advice
Industry Examples & Products
Examples of products and services associated with companies in this industry.
- Retirement savings plans
- Individual Retirement Accounts (IRAs)
- 401(k) plans
- Pension plans
- Annuities
- Social Security benefits
- Medicare
- Estate planning
- Tax planning
- Long-term care insurance
Common Equipment
Machinery these companies typically run. Equipment, parts and repair suppliers use this list to reach them.
- Retirement planning software
- Investment analysis tools
- Tax planning software
- Estate planning software
- Risk assessment tools
- Asset allocation tools
- Retirement income calculators
- Social Security benefit calculators
- Life insurance analysis tools
- Long-term care planning tools
Website-reviewed records can include equipment details.
What your list can include
How to request your free sample
See how well the data matches your targeting before you decide to order.
Available for this segment: 680 U.S. companies · 5,188 contact emails
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Sample preview · details masked
- Company: name, status, HQ/branch, year opened, public/private
- Location: address, county, metro, latitude & longitude
- Contacts: name, title, email (with verification status), phone
- Firmographics: employees, sales volume, square footage, fleet size
- Digital: website, LinkedIn and social profiles
- Classification: SIC & NAICS (primary and secondary)
Some fields are available for selected records. See every field in the Data Dictionary
✓ Website-reviewed data included with purchased U.S. lists at no extra charge · How we review →
- Tell us who you want to reachChoose your industries, locations, company sizes and other targeting preferences.
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Industry History
The Retirement Planning Services industry has been around for decades, with the first pension plan established in the United States in 1875 by the American Express Company. In the 1940s, the Social Security Act was passed, which provided retirement benefits to workers in the United States. In the 1970s, the Employee Retirement Income Security Act (ERISA) was passed, which established minimum standards for pension plans in the private sector. In the 1980s, the 401(k) plan was introduced, which allowed employees to contribute to their own retirement savings. In recent years, the industry has seen a shift towards more personalized retirement planning services, with the use of technology and data analytics to provide customized retirement plans for individuals.
In the United States, the Retirement Planning Services industry has seen significant growth in recent years, with the aging baby boomer population driving demand for retirement planning services. The industry has also been impacted by changes in government regulations, such as the Department of Labor's fiduciary rule, which required financial advisors to act in the best interest of their clients when providing retirement advice. The industry has responded to these changes by offering more fee-based services and focusing on providing personalized retirement planning services to clients. Overall, the Retirement Planning Services industry has a bright future in the United States, as the demand for retirement planning services is expected to continue to grow in the coming years.
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Cited in research and government
Referenced by CDC/NIOSH, Columbia University, and other academic and government sources since 1998. See citations
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Your free sample includes example companies matching your target industry, with available business details such as company names, locations, phone numbers, and websites. You can review the data before deciding to purchase. Email addresses are not included in free samples.
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Our business database is regularly maintained and updated. Each purchased list is checked again before delivery, including website and business-activity reviews where available, to help identify outdated or mismatched records. Read our data verification methodology
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Yes. Business email contacts are available by request for eligible U.S. lists, where available. Canadian business lists do not include contact email addresses. You're responsible for ensuring your outreach complies with applicable email marketing laws.
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We evaluate companies against your specific targeting criteria, review available company websites and business information, and score leads for relevance to your target market or campaign.
Each purchased list is re-scanned on the day of delivery to help identify outdated, closed, or misclassified businesses.
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NAICS classification hierarchy
Five official Census levels, from sector to national industry, plus a commercial extended level.
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Extended 8-digit NAICS 523940-15 Retirement Planning Services
523940-15 is an 8-digit commercial segment used for business lists, not an official Census NAICS code. For government forms and filings, use NAICS 523940. Classification methodology →
About this classification
This page represents a commercial Extended NAICS industry classification used for business targeting, industry research, data analysis, and company classification. It is not an official U.S. Census Bureau NAICS code. Its parent industry is an official NAICS classification defined by the U.S. Census Bureau. Classifications are reviewed regularly by SICCODE.com's Classification Review Team.
SICCODE.com classifies companies under both Extended NAICS and Extended SIC. A company may appear in both classification systems, so company counts should not be added together without deduplication.