May 28, 2025
Unlock New Payroll Slot Opportunities
Thousands of plans. Billions in potential assets. One summer to get ahead.
The summer months offer a strategic window to expand your presence in the retirement plan space—especially in the public education and municipal markets. While school is out, decision-makers are more available, schedules are lighter, and the noise is quieter. Now is the time to make your move.
By helping employers and their employees achieve better retirement outcomes, you’re not only doing meaningful work—you’re also unlocking tremendous growth potential for your business. Start exploring, start engaging—and start growing your business today.
Target 403(b) and 457(b) Opportunities with Precision
National Life’s 403(b)/457(b) Plan Opportunities Tool is your gateway to smarter prospecting. This powerful tool allows you to search by state, city, county, zip code, or plan name to identify:
- Plans where National Life is already an approved provider
- Prospective plans that represent new business opportunities waiting to be unlocked
There are currently 2,055 unique dormant employer plans ready for you to explore—each one a potential new revenue stream.
Access the Tool:
Log in to the Agent Portal and navigate to:
Sales & Marketing > Retirement Business > 403(b)/457(b) Plan Opportunities or click here.
Need help? Use our step-by-step guide to get started.
Once you’ve identified a plan’s status, be sure to consult the Employer Rules of Engagement—your blueprint for how to approach and engage the opportunity effectively.
Need Help Finding Prospects? Start Here.
The National Center for Education Statistics (NCES) is an underused goldmine. NCES provides detailed data on every school district and individual school across the country—including:
- School and district websites
- Number of employees
- Superintendent names and contact info
- Addresses, phone numbers, and more
Use this resource to refine your search, tailor your outreach, and pinpoint exactly where your efforts will have the most impact.
Boost Your Earnings with the Slot Bonus Program
Get rewarded for growing your business. Our Slot Bonus Program offers you additional compensation when you successfully open a new payroll slot.
To qualify:
- Submit the Slot Bonus Request Form before submitting your first application.
- Review and follow the Slot Bonus Program Rules and Employer Rules of Engagement.
You will also need this Employer Information Form.
We’re Here to Help
Click here to contact your Retirement Services Relationship Manager.
