ForceManager, Launch Tool That Combines Plan Data With CRM

It integrates Form 5500 data with a customer relationship management system.

ForceManager and have launched ForceManager 5500, a tool that combines data from the Form 5500 with a customer relationship manager (CRM) system.

The two companies say ForceManager 5500 is the first plug-and-play solution to put intelligence and insight into the hands of retirement plan advisers. Previously, advisers handled this process manually, which could be costly and time-consuming.

The companies say ForceManager 5500 makes it possible for advisers to analyze, search and visualize geolocated plan sponsors from within the CRM.

“We consider ForceManager 5500 integral to getting retirement plan advisers back on track after a difficult semester,” says Oscar Macia, founder and chief executive officer of ForceManager. “From early on, we partnered with industry experts from the 401(k) and employee benefits ecosystem to ensure the adviser was put front and center in the product road map, and our partnership with only solidified the integrity of the solution, ensuring that each purchase comes with trade expertise and consultancy.”

Timothy McCutcheon, the founder and CEO of, says this new product will digitally transform the industry.