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Financial Executives from 401(k) Exchange

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
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’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. 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.

Note:  Last Update 2012.  File/list updates no longer available.

Female 15,981
Male 16,016
Job Title
Accountant 3,256
Accounting Manager 2,753
Accounting Super 293
Assistant Controller 474
Bookkeeper 2,554
Business Manager 1,165
Chief Financial Officer 423
Comptroller 510
Controller 19,253
Director Of Finance 1,235
Treasurer 1,609
Employee CountQuantity
1 - 4 439
5 - 9 1,508
10 - 19 4,310
20 - 49 10,133
50 - 99 6,761
100 - 249 4,687
250 - 499 1,400
500 - 999 629
1,000 - 4,999 446
5,000 - 9,999 68
10,000+ 62
Direct Response
How Cleaned
Mail and Phone
Average Unit of Sale
NAICS Code$10/M
Employee Size$10/M
Key Code$5/M
Run Charges$15/M
Turnaround3 Days
Minimum Order5,000 Delivery Point Bar Code, Zip+4, and CASS certified. Sample mail piece required.

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