Financial Executives from 401(k) Exchange

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.