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Financial Executives from 401(k) Exchange

37,690                Plans                $110/M

This is the breakout of Financial titles from the 
Benefits and 401(k) list.

This is created by the year-round calling efforts 
of marketing research firm 401KExchange.com. 
It contains the names and titles of executives 
responsible for pension and retirement planning 
and administration at over 304,862 companies.

"How are we doing" is the question service providers 
like Fidelity Investments, Charles Schwab, Citibank 
and others want answered. Large pension service 
providers depend upon 401KExchange.com's study 
results for current reports about their corporate 
client's attitudes and opinions toward their pension 
funds. Insight surveys the person responsible for 
making the 401(k) retirement decision for their 
company pension funds. Insight surveys the person 
responsible for making the 401(k) retirement decision 
for their company pension plan and uses those 
opinions to give providers unbiased information on 
their clients. 

401(k)'s are the hot retirement savings account for 
the majority of mid-level companies in the U.S. Over 
8 million new employees are covered under these plans 
each year. The bigger companies are the prize accounts, 
but these corporations are diminishing in number. 
Customer satisfaction and client retention are the 
keys to maintaining the business for each service 
provider. 

401KExchange.com uses the U.S. Department of Labor 
records as a starting point, then trains Market 
Research Professionals to call each company and update 
information on the company, contact, and retirement 
plan. Over 216,000 records are updated annually, and 
that number grows each year.

Title                            Quantity
Accountant                          3,926
Accounting Manager                  2,810
Accounting Supervisor                 363
Accounting/Human Resource Manager     727
Administrative Manager                617
Bookkeeper                          3,140
Chief Financial                     9,258
Comptroller                           587
Controller                         23,104
Director of Finance                 1,266
Finance Executives                  2,345
Payroll Administrative              2,450
Treasurer-CFO                          55
Trustee                             1,615
VP of Fianance                      2,060
VP Cheif Finacial Officer             127
State Counts
AK  113
AL  677
AR  141
AZ  711
CA  6,214
CO  1,083
CT  925
DC  280
DE  174
FL  2,415
GA  1,359
HI  124
IA  575
ID  212
IL  2,375
IN  1,410
KS  555
KY  565
LA  514
MA  2,070
MD  1,229
ME  274
MI  2,372
MN  1,758
MO  1,013
MS  252
MT  78
NC  1,662
ND  140
NE  306
NH  414
NJ  2,061
NM  195
NV  200
NY  3,863
OH  2,821
OK  396
OR  856
PA  2,875
RI  308
SC  544
SD  117
TN  872
TX  2,384
UT  334
VA  1,336
VT  168
WA  1,435
WI  1,431
WV  128
WY  39
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Last Updated 03/2008

Source:
Government Records
Telephone/Mail Research

How Cleaned:
Mail and Phone

Average Unit of Sale:
$169-$399

Selects:
Geography         $10/M
Title              $5/M

Addressing: 
Key Code           $3/M
Run Charges       $10/M
Splits            $25/F

Delivery: 
Email             $50/F

Turnaround:      3 Days
Minimum Order:    5,000

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Zip+4, and CASS 
certified. 
Sample mail piece 
required.

Terms and conditions
1. We believe the information in this list to be accurate but we cannot guarantee its accuracy or the outcome of a mailing.
2. Stated prices are for one-time usage only. Multiple and unlimited use arrangements are available.
3. Net name arrangements are available on large orders for many lists.
4. Commissions are paid to recognized brokers and advertising agencies at standard industry rates.
5. Names will be shipped only to a bonded mail house or service bureau.
6. Purchase orders are required.
7. Payment in full is required within 30 days of an invoice. Bethesda List Center, Inc. has the right to ask for prepayment on any order.
8. Cancellations must be in writing and accompanied by the returned names and are subject to running charges. Orders cancelled after mail date will be billed at full price.
9. We are not liable for any damages or loss sustained through use of this list, nor for any special or consequential damages, and in no event shall our liability exceed the price of the list.

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