Business Lists and Databases Available for Marketing and Research - Direct Mailing Emailing Calling
NAICS Code 523940-15 - Retirement Planning Services
Marketing Level - NAICS 8-DigitBusiness Lists and Databases Available for Marketing and Research
Total Verified Companies:
680
Contact Emails:
5,188
Company Websites:
560
Phone Numbers:
629
Business Addresses:
680
Companies with Email:
462
Reach new customers, connect with decision makers, and grow your business.
Pricing from $0.05 to $0.25 per lead
Ideal for: Direct Mailing Email Campaigns Calling Market Research
‐
Free Sample & Report, Custom Lists, and Expert Support — All Included
Business List Pricing Tiers
| Quantity of Records | Price Per Record | Estimated Total (Max in Tier) |
|---|---|---|
| 0 - 1,000 | $0.25 | Up to $250 |
| 1,001 - 2,500 | $0.20 | Up to $500 |
| 2,501 - 10,000 | $0.15 | Up to $1,500 |
| 10,001 - 25,000 | $0.12 | Up to $3,000 |
| 25,001 - 50,000 | $0.09 | Up to $4,500 |
| 50,000+ | Contact Us for a Custom Quote | |
What's Included in Every Standard Data Package
- Company Name
- Contact Name (where available)
- Job Title (where available)
- Full Business & Mailing Address
- Business Phone Number
- Industry Codes (Primary and Secondary SIC & NAICS Codes)
- Sales Volume
- Employee Count
- Website (where available)
- Years in Business
- Location Type (HQ, Branch, Subsidiary)
- Modeled Credit Rating
- Public / Private Status
- Latitude / Longitude
- ...and more (Inquire)
Boost Your Data with Verified Email Leads
Enhance your list or opt for a complete 100% verified email list – all for just $0.10 per email!
Looking for more companies? See NAICS 523940 - Portfolio Management and Investment Advice - 98,997 companies, 669,419 emails.
NAICS Code 523940-15 Description (8-Digit)
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.
Parent Code - Official US Census
Official 6‑digit NAICS codes serve as the parent classification used for government registrations and documentation. The marketing-level 8‑digit codes act as child extensions of these official classifications, providing refined segmentation for more precise targeting and detailed niche insights. Related industries are listed under the parent code, offering a broader context of the industry environment. For further details on the official classification for this industry, please visit the U.S. Census Bureau NAICS Code 523940 page
Tools
Tools commonly used in the Retirement Planning Services industry for day-to-day tasks and operations.
- 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
Industry Examples of Retirement Planning Services
Common products and services typical of NAICS Code 523940-15, illustrating the main business activities and contributions to the market.
- 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
History
A concise historical narrative of NAICS Code 523940-15 covering global milestones and recent developments within the United States.
- 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.